Riverpoint Wealth Management is proud to offer independent research and industry expertise of LPL Financial.
We provide a disciplined investment management process that delivers an institutional approach and process to families throughout North America. At Riverpoint Wealth Management, custom create the portfolios for our clients. We utilize in depth internal and third party research. Each investment is carefully analyzed on the asset type, statistical effects allocation and the cost structure. The portfolios are actively managed by our team. The risk on the portfolio is one of the keys to long term planning. Each portfolio is constructed with our client’s investment policy statement and comprehensive financial plan in mind. Active rebalancing occurs as market conditions change. We review the trades, allocation, and our outlook in our regular client meetings.
The Fiduciary Standard
At Riverpoint Wealth Management, we are held to the highest fiduciary standard. This means that we must always act in the client’s best interest, not the firm’s. All recommendations are unbiased and free of any conflicts of interest so you can feel confident with the advice you are given as well as the execution of your trades. While broker-dealers only have to adhere to a suitability rule, we go a step further.