Riverside Investment Management, Inc.

Overview

Riverside Investment Management, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is organized as a corporation with an individual owner. Its investment activity shows a clear preference for equity exposure, implemented primarily through exchange-traded instruments and individual securities, while maintaining a mix of discretionary and non-discretionary mandates. Riverside does not position itself as an ESG-focused allocator and operates without multi-state adviser status noted in its filings. Riverside’s advisory work appears tailored and relationship-driven: the firm manages a modest pool of assets and concentrates on implementing equity-centric strategies for each account. The firm’s operational model points to customized account-level decisions (reflected in a larger non-discretionary component), while still maintaining some discretion for advisors where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices