Riverview Research, LLC

Riverview Research, LLC is a registered investment advisor established in 2009, specializing in providing personalized consulting services to high net worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm offers customized investment programs, fiduciary services, and wealth management solutions aimed at growing and preserving wealth. Riverview Research, acting as a fiduciary, upholds a duty of loyalty, fairness, and good faith towards each client. The firm's investment strategies include asset allocation, manager selection, risk management, and implementation. Clients have the option to engage in private wealth management services or institutional consulting services. The minimum client relationship size is generally $5,000,000, but this amount may be reduced at the advisor's discretion. Riverview Research charges an annual consulting fee ranging from $20,000 to $250,000, payable quarterly in advance. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients' accounts are monitored regularly, and the firm provides performance reporting and account reviews. Riverview Research does not accept or maintain custody of client accounts, except for specific circumstances related to fee deduction and money movement authorization. The firm exercises investment discretion over client accounts, subject to specified objectives and limitations agreed upon with the client. Riverview Research does not engage in soft dollar programs and does not receive compensation for securities transactions. The firm recommends Charles Schwab & Co., Inc. as a custodian and receives economic benefits from Schwab. Riverview Research's President and Chief Compliance Officer, Stephen A. Yarmesch, has a Bachelor of Arts in Economics and extensive experience in the financial industry. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information and outlines the sharing practices for servicing client accounts.