Riverwater Partners Sustainable Value Strategy Q3 2026 Portfolio Update

Riverwater is Wisconsin’s largest socially responsible investment manager, serving families, consultants, financial advisors, and foundations. The company applies environmental, social and governance (ESG) criteria as it builds a value-oriented portfolio of small, medium and large companies. Riverwater’s mission is to achieve superior returns through value investing while also generating positive impact on society. The Riverwater team uses a consistent proprietary process called the Riverwater Three Pillar Approach® that seeks to limit portfolio volatility and low capture. Based in Milwaukee, Riverwater is a woman-owned, employee-owned company and a Certified B Corporation™. In fact, the company is the first and only WI-based financial services company to hold this certification. Note: This account is not managed or monitored by Riverwater, and any messages sent through Seeking Alpha will not receive a response. For questions or communication, please use Riverwater’s official channels.