A complete list of active advisors currently associated with River Street Advisors, LLC
Warmer can help you find a great advisor at River Street Advisors, LLC or one who fits your needs even better.
River Street Advisors, LLC provides discretionary portfolio management and financial planning to a mix of individual clients (including high‑net‑worth individuals), state and municipal agencies, charitable organizations, and corporations, managing roughly $539 million in client assets through a team of ten advisors and serving about 477 client relationships. The firm offers model portfolios, implementation using individual securities, mutual funds and ETFs, and may engage third‑party managers and software in delivering those services. The firm documents investment plans in written investment policy statements and uses a combination of quantitative techniques (optimization and computer‑based risk/return analysis), fundamental and technical analysis, and third‑party performance and reporting tools to construct and monitor portfolios on a quarterly basis. River Street discloses the use of derivative strategies — including options for hedging, covered‑call writing, and monetizing or hedging concentrated stock positions — and may apply these strategies within separately managed accounts where appropriate. Distinctive aspects noted in the brochure include that River Street is principally owned by Old Second National Bank and discloses affiliated referral arrangements and recommendations of affiliate services, which the firm identifies as potential conflicts of interest. The firm operates from five offices and, unlike many peer teams, its materials and marketing include presentation of performance information (including hypothetical results) and use of endorsements, alongside third‑party performance reporting.
To learn more about the advisors currently working at River Street Advisors, LLC, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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