A complete list of active advisors currently associated with Riverstone Asset Management, LLC

Warmer can help you find a great advisor at Riverstone Asset Management, LLC or one who fits your needs even better.

Riverstone Asset Management provides discretionary investment management and retirement-plan advisory services to a small client base that includes individuals (including high-net-worth clients), qualified retirement plans, trusts, charitable organizations, and small businesses. The firm also offers broader wealth-planning consultations that can encompass income and estate tax planning, retirement planning, college planning, insurance analysis, and business sale structuring. The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, emphasizing diversified, passive asset-class mutual funds and ETFs—notably using Dimensional Fund Advisors funds—and the use of written investment policy statements, portfolio allocation tools, and Monte Carlo analysis to set asset allocation. RAM typically implements buy-and-hold strategies with periodic rebalancing, and it may use laddered individual bond portfolios managed by a third-party fixed income manager for clients seeking separate fixed-income solutions. RAM is owned by an accounting firm (Louis T. Roth & Co., PLLC), and several firm personnel also serve as partners or employees of that accounting practice, which allows the firm to coordinate investment advice with accounting and tax services while maintaining separate engagements and compensation for each. The firm manages about $103 million in discretionary assets for a very small client population (18 clients), a structure that yields a relatively high assets-per-client profile compared with many peers.

To learn more about the advisors currently working at Riverstone Asset Management, 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.