Riverwest Investment Management, LLC

Fee-Only (% of Portfolio)

RiverWest Investment Management, LLC is an investment advisory firm located in New York, NY, providing investment management services primarily to institutional clients through separately managed accounts. RiverWest Investment Management, LLC seeks to generate attractive risk-adjusted returns using a global investment strategy that may invest in various securities and financial instruments, including stocks, bonds, derivatives, and alternative investments. The firm tailors its services to individual client preferences and objectives, establishing and reviewing investment guidelines, monitoring third-party managers, evaluating direct holdings and aggregate portfolios, and providing cash-flow forecasting and consolidated reporting. RiverWest Investment Management, LLC may charge management fees based on the value of your portfolio, as well as performance-based fees negotiated on a case-by-case basis.

Assets Under Management$250M
Clients1
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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