Our Services

Investment Management

RiverWest Investment Management is an SEC-registered Investment Adviser* providing hands-on, bespoke portfolio management services to meet our clients’ needs, goals and objectives. We focus on long-term capital preservation and growth for high net worth individual and family office clients.

We combine decades of professional investment experience across a broad spectrum of asset classes with a rigorous, hands-on and process-focused approach to portfolio construction.

We are boutique – by design. We serve a limited and select group of clients in an effort to provide exceptional service and individualized attention.

Core Principles

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High touch service model
Built on a foundation of trust, communication and personal relationships

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Access to private investment opportunities
Direct investment flow made available on a deal-by-deal basis via SPVs, where appropriate

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Bespoke portfolio construction
Asset allocations tailored to individual needs

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Dedicated team of experienced professionals
Investment team with decades of experience in investing and in-depth knowledge of the financial markets applied to a concentrated client pool

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Nimble and modern infrastructure
Agile and dynamic architecture unburdened by outdated and legacy systems

Our Investment
Philosophy

Long-term capital preservation and growth
Long-term capital preservation and growth as investment objectivesHarness the power of compounding
Minimization of layered fee drag
Minimization of layered fee dragMaximize efficiency and reduce waste
Unbiased selection
Unbiased selectionIndependence to pursue top performers on a manager-agnostic basis
Privates as diversification and return tools
Privates as diversification and return toolsUnique access opportunities for uncorrelated return enhancement
Risk management
Risk managementAsymmetric return profiles with downside mitigation
  • Long-term capital preservation and growthHarness the power of compounding
  • Minimization of layered fee dragMaximize efficiency and reduce waste
  • Risk managementAsymmetric return profiles with downside mitigation
  • Unbiased selectionIndependence to pursue top performers on a manager-agnostic basis
  • Privates as diversification and return toolsUnique access opportunities for uncorrelated return enhancement