A complete list of active advisors currently associated with Riverway Asset Management, Inc.

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

Riverway Asset Management provides fee-based portfolio management and integrated financial planning to individuals, trusts, estates, foundations, retirement plans, charitable organizations and business entities. Financial planning is offered alongside investment management and is included in the overall asset-management fee rather than billed separately. The firm delivers non-discretionary advice built around asset-allocation models and proprietary portfolios supplied by SEI Investment Company, rather than through analysis of individual securities, with accounts reviewed at least annually and rebalanced quarterly. Client objectives, time horizons and liquidity needs are determined through personal discussions and implemented by allocating to SEI model portfolios and mutual funds. Noteworthy features include a longstanding operational affiliation with SEI and the exclusive use of SEI proprietary portfolios for implementation, and the principal’s licensure as a life insurance agent who may recommend insurance products (insurance activities are disclosed and represent a small portion of time and income). The firm also provides services to institutional-type clients such as retirement plans and foundations, and it neither holds custody of client assets nor votes client proxies.

To learn more about the advisors currently working at Riverway 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.