A complete list of active advisors currently associated with River Raisin Investment Partners, Inc.

Warmer can help you find a great advisor at River Raisin Investment Partners, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at River Raisin Investment Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.