Adam Peck, CFA, is the founder, Chief Investment Officer, and controlling person of Riverwater Partners, LLC, which he established in Milwaukee in 2016. Under his leadership, the firm has achieved B Corporation certification and Green Master status from the Sustainable Business Council's Green Masters Program. The investment team includes Cindy Bohlen, CFA, as Director of Responsible Investing, along with other experienced professionals. The firm manages approximately $241 million in assets for 189 clients including high net worth individuals, charitable organizations, and other investment advisers. Riverwater has gained industry recognition with multiple PSN Top Guns awards and maintains GIPS compliance with independent verification through 2023.

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Riverwater Partners' mission is to make the world a better place by growing wealth through sustainable investing. The firm employs a proprietary Three Pillar Approach® that evaluates each investment through Superior Business, Exceptional Management, and Attractive Valuation criteria. The strategy focuses on long-term capital appreciation by investing in a concentrated portfolio of 20-35 small to mid-sized companies with strong ESG characteristics. The firm integrates environmental, social, and governance criteria into the investment process using a proprietary 25-point scoring system. They actively engage with company management teams on ESG efforts while maintaining exclusionary screens for tobacco, alcohol, pornography, illegal drugs, gambling, for-profit prisons, and unconventional weapons. Unlike many ESG strategies, they invest in energy companies focused on reducing environmental footprint and facilitating clean energy transitions.

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