Portfolio Management › Private Money Managers

How can RiverStone Wealth Management offer its clients access to private money managers that meet the stringent criteria of the Consulting Service Group? Relationship. We have forged a strategic agreement with the Consulting Service Group that gives our clients the red carpet treatment when dealing with some of the best private money managers in the business. Furthermore, we leverage our relationship so that clients with as little as $100,000 in assets can utilize these high-end managers, whose time is traditionally reserved for investors with million-dollar-plus portfolios.

Benefits of a private money manager:

• Successful investing requires time and accurate research. Your investments are their full time job.
• Their professional success depends entirely on their clients’ success
• Your investment strategy is designed and actively monitored based on your long-term strategy
• You have total control over your account and can place restrictions on investment categories

Through our Consulting Services Group, we track the performance of money managers all over the country. Based on their performance, personal meetings with them, and their risk vs. return profile, we will reduce our list down to only the best selected managers for you.

Money Manager List (PDF)

Your RiverStone Wealth Management consultant can help you choose the best money management firm for your needs. Work only with the leaders!