DO GOOD.
ITS EASY.

  1. COMPLETE a confidential online assessment of your goals and risk tolerance.
  2. RECEIVE a personalized portfolio recommendation based your financial goals and risk tolerance.
  3. OPEN your socially responsible account in about 10 minutes.
  4. ACCESS your account 24/7 to view current account information and perform account related tasks.

Riverwater BLUE portfolios are actively managed by experienced investment professionals dedicated to responsible investing. Your portfolio allocations and funds will be reviewed regularly.

Client accounts are held at Schwab, one of the industry’s leading custodians, offering the service, safety and security you depend on. More information about Schwab and the account opening process can be found here.

DO GOOD.
ITS EASY.

  1. COMPLETE a confidential online assessment of your goals and risk tolerance.
  2. RECEIVE a personalized portfolio recommendation based your financial goals and risk tolerance.
  3. OPEN your socially responsible account in about 10 minutes.
  4. ACCESS your account 24/7 to view current account information and perform account related tasks.

Riverwater BLUE portfolios are actively managed by experienced investment professionals dedicated to responsible investing. Your portfolio allocations and funds will be reviewed regularly.

Client accounts are held at Schwab, one of the industry’s leading custodians, offering the service, safety and security you depend on. More information about Schwab and the account opening process can be found here.

DO GOOD.
ITS EASY.

We make opening a socially responsible investment management portfolio easy.

  1. COMPLETE a confidential online assessment with your goals and risk tolerance.
  2. RECEIVE a personalized portfolio recommendation based your financial goals and risk tolerance.
  3. OPEN your socially responsible account in about 10 minutes. While there is no charge to open the account, there is a $5,000 account minimum.
  4. ACCESS your account 24/7 to Schwab-powered reporting and account management tools.

ROBO PLATFORM. HUMAN TOUCH.

Riverwater BLUE portfolios are actively managed by experienced investment professionals dedicated to responsible investing. Your portfolio allocations and funds will be reviewed regularly by humans who are experts in their field.

Client accounts are held at Schwab, one of the industry’s leading custodians, offering the service you deserve and the safety and security you depend on. More information about Schwab and the account opening process can be found here.

Additional wealth management and financial planning services are available. Contact Jan Grimm if you are interested in learning more about these services.

Contact us if you have questions about how to open your account.