Investment Management starts with identifying your investing goals and values and determining your level of risk tolerance. Ongoing reviewing and monitoring to keep your plan on track. We operate with a fiercely independent mindset, as we are not required to sell any products, and have no obligation to other companies.
At Riverbend, we never take for granted a client’s business. We respect every client, and their goals and dreams, and are honored to have trusting and transparent relationships with so many special people.
We want to get to know our clients personally; we want to understand their perspectives on life, finances, and legacy. Only then will we feel comfortable developing financial strategies to help meet each clients’ short- and long- term dreams and goals.