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Get a custom proposalInvestment Management Built for Turbulent Markets
Founded in 2006 by John Rothe CMT, Riverbend Investment Management manages portfolios for clients across the US using tactical and adaptive investment strategies.
Riverbend Investment Management focuses on providing clients with investment strategies designed to be adaptive in nature.
Our goal is to grow our client portfolios during rising markets and protect them when markets fall.
Using tactical investment strategies based on momentum, Riverbend Investment Management provides the following services:
Investment Advisory: Riverbend provides advice on investments that suits an individual's financial goals, risk tolerance, and investment timeline. This could include advice on stocks, bonds, mutual funds, ETFs, and other investment vehicles.
Portfolio Management: Riverbend Investment Management creates a diversified investment portfolio tailored to the client's needs and actively manages it.
This would involve making buy-and-sell decisions based on market trends and research.
Risk Management: We assess the risks involved with certain investments and devise strategies to mitigate them, ensuring the client's portfolio is risk-adjusted.
Research and Analysis: Riverbend Investment Management conducts detailed research and analysis of various investment opportunities, market trends, economic factors, and more. The insights gained from this research help inform our investment process.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Rehoboth Beach, DE
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Year founded
Founded 2006
1 Locations
- Rehoboth Beach , DE
Service Lines
Select Focus Area
- Financial Advising & Planning
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Industries
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Clients
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