Riverbend Investment Management
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Overview
10 - 49
Employees
2006
Year Founded
ABOUT RIVERBEND INVESTMENT MANAGEMENT
Investment Management Built for Turbulent Markets
Established in 2006 by John Rothe CMT, Riverbend Investment Management oversees client portfolios throughout the United States, employing flexible and proactive investment strategies. The firm aims to cultivate client portfolios during market upswings while safeguarding them during downturns. Utilizing tactical strategies centered on momentum, Riverbend Investment Management offers several key services:
- **Investment Advisory**: Riverbend gives tailored investment advice that aligns with an individual’s financial aspirations, risk appetite, and investment timeline. This encompasses guidance on various assets such as stocks, bonds, mutual funds, ETFs, and more.
- **Portfolio Management**: Riverbend designs and proactively manages a diversified investment portfolio customized to each client’s specifications, making buy and sell decisions informed by market dynamics and research.
- **Risk Management**: We analyze the risks associated with specific investments and develop strategies to alleviate them, ensuring that the client’s portfolio maintains a balanced risk profile.
- **Research and Analysis**: Riverbend Investment Management conducts thorough research and analysis of diverse investment options, market trends, and economic variables. The insights from this research contribute to our investment decision-making process.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
2006
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Wealth Management
30% Portfolio Management
15% Risk Management Services
15% Research Services
About the Team
OUR STORY
With nearly three decades of experience navigating diverse market cycles, we have honed an adaptive investment approach grounded in discipline and rigorous research. Our independent, fee-only fiduciary model ensures complete alignment with clients' best interests, with assets securely held at Charles Schwab. We serve high-net-worth individuals, families, and institutions who seek a dynamic alternative to traditional "buy-and-hold" strategies. Each portfolio is crafted through a rules-based framework that integrates data analysis, structured portfolio design, and continuous oversight to manage risk and pursue long-term goals. By continuously monitoring global markets and adjusting investments according to defined criteria—never emotional impulses—we provide transparency, consistent communication, and tailored solutions that evolve with changing conditions, ensuring your investments remain aligned with your objectives.
