Investment Management

With open access to a wide universe of investments, your RiverStone Wealth Advisory Team can construct a diversified portfolio that is right for your needs.

You Decide How to Manage Your Assets

RiverStone Wealth Management allows you to structure the relationship the way you want: full-service, self-directed or fee-based. We are committed to fee transparency and can help you determine how to achieve the lowest overall cost of ownership.

RiverStone Wealth Management is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), and as such, clients can choose either a transaction-based or fee-based pricing structure.

Unsure what you're paying with another advisor/fund? Perhaps you believe you are not being charged for an inactive or dormant account? Did you know that even no-load funds have fees? Unfortunately, too many in our industry make finding fees and calculating 'total cost of ownership' difficult.

Here is a sampling of the many investment solutions we offer our clients:

Advisory Accounts

This investment solution offers ongoing professional management from a team of niche specialists, all of which is custom allocated to fit your specific strategy.

Mutual Funds

Your RiverStone Wealth Advisory Team has the freedom to recommend thousands of professionally managed mutual funds.

ETFs

We can help you discover if Exchange Traded Funds (ETFs) a good fit for your cost-efficient portfolio.

Fixed Income

Through our strategic relationship with First Clearing and our affiliation with specialists, RiverStone Wealth Advisory Teams have access to a robust inventory of taxable and tax-free fixed income investments.

Alternative Investments

RiverStone portfolios may include non-correlated assets known as Alternative Investments. These include, among other investments, managed futures, hedge funds, REITS, structured notes.  For Accredited Investors, Institutions and businesses our portfolio investment strategies may also include private real estate, private equity, bridge loans and limited partnerships. Request Access.