Riverglades Family Offices, LLC

RiverGlades Family Offices, LLC is a Limited Liability Company established in May 2014 by principal owner Paul J. Marinelli III. The firm specializes in providing investment advisory services to high-net-worth individuals, families with multigenerational wealth, and endowments, focusing on equities (domestic and non-U.S.), fixed income securities, real estate funds, treasury inflation protected bonds, mutual funds, and ETFs. As a fiduciary, the firm always prioritizes clients' interests and discloses any potential conflicts of interest. RiverGlades offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon, with discretionary authority to select securities and execute transactions. The firm charges asset-based fees for portfolio management, external chief investment officer fees, and consulting engagement fees. Clients have the option to impose restrictions on investments based on personal values. RiverGlades does not participate in wrap fee programs and has assets under management totaling $151,705,402 for discretionary amounts and $42,353,145 for non-discretionary amounts as of December 2024. The firm's investment strategies include fundamental and technical analysis, modern portfolio theory, and long-term trading, with a focus on risk management. Clients include high-net-worth individuals, families, charitable organizations, and corporations, with no minimum account size required. The firm's founder, Paul J. Marinelli III, holds the CFA and CPWA designations, ensuring a high level of expertise and ethical standards in wealth management. Bertram Templin Martin III, another representative, has a background in economics and extensive experience in the financial industry. RiverGlades' adherence to regulatory requirements and commitment to client interests are overseen by Paul J. Marinelli.