A complete list of active advisors currently associated with Riverview Asset Management, Inc.
Warmer can help you find a great advisor at Riverview Asset Management, Inc. or one who fits your needs even better.
Riverview Asset Management provides investment advisory services to individual and high‑net‑worth clients, primarily through discretionary portfolio management with the option for non‑discretionary advice in limited circumstances. The firm also offers account monitoring, periodic reviews, and IRA‑rollover guidance while advising across a broad set of securities including equities, fixed income, mutual funds, ETFs and other market‑linked products. The firm applies a blended analytical approach that includes charting and technical analysis alongside fundamental and cyclical methods, and it may use both long‑ and short‑term strategies — including frequent trading when deemed appropriate for a client. Riverview typically operates under discretionary authority, conducts at least monthly account reviews, and expects client assets to be custodied on an institutional platform at Charles Schwab. Noteworthy for a solo independent adviser of its size, the brochure discloses a relatively wide menu of higher‑complexity products and strategies — such as structured products and leveraged ETFs — and an explicit willingness to use technical/charting methods and occasional frequent trading. The firm also combines household accounts for fee breakpoints, requires clients to use its chosen custodian to be managed, and discloses the conflict of interest inherent in recommending IRA rollovers.
To learn more about the advisors currently working at Riverview Asset Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Salisbury, MD
| 4
|
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