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River Raisin Investment Partners, Inc.

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Client assets under management

$163,541,000

Clients

574

15% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

287

Very High

Average account size

$284,915

About

River Raisin Investment Partners provides portfolio management and financial planning services primarily to individual and high-net-worth clients, and also works with corporations and charitable organizations. The firm generally charges asset-based advisory fees and delivers portfolio management for individuals, with written Investment Policy Statements used to document goals, tax considerations and risk tolerance.

The firm combines fundamental analysis, modern portfolio theory and technical analysis and generally manages accounts on a discretionary basis when authorized. Portfolios are constructed largely using ETFs but the firm also employs strategies that include options, margin transactions and short sales, and conducts quarterly account reviews.

River Raisin is a small advisory team that serves a relatively large client base with no stated account minimum, and it requires clients to custody assets at Schwab Institutional — arrangements from which the firm may receive research and other services. The firm’s principals are also licensed insurance producers and may recommend commissionable insurance or annuity products, a conflict of interest the brochure discloses and documents in client files; financial planning engagements are typically delivered as one‑time plans unless additional work is requested.

Client services

Financial planning Portfolio management

Expertise

Annuities Options & derivatives strategies Passive / index investing

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Fee options

Fixed

Fixed financial planning fees paid in arrears upon completion

Percentage

Up to 2.50% annually

Commissions

Commissions received through outside business activities for sale of investment products; commissions are not primary compensation and advisory fees are not reduced by commissions

Main office location

River Raisin Investment Partners, Inc.

230 W Front St

Monroe MI 48161, United States

Number of offices

2

Most active in

More info

Michigan · Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (734) 241-5771

Advisors at this firm

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user avatar

Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, Inc.

Adam Mclaughlin is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Outside of his advisory role, he serves as an alternate on the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Annuities Options & derivatives strategies Passive / index investing
user avatar

Scott B

Series 63, Series 66

Monroe, MI

River Raisin Investment Partners, Inc.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Annuities Options & derivatives strategies Passive / index investing
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