Organize | Trust | Grow
Riverbend Investment Management is a fee-only investment advisor, providing wealth management with a focus on helping clients build and protect their wealth through customized portfolio management solutions. We manage financial assets for individuals, families and institutions with the view that every client relationship is a long-term partnership adhering to the highest fiduciary standards.
Founded in 2006, Riverbend is a Registered Investment Advisor employing a formula-based, multi-asset investment process. Our investment models are quantitative, follow a long-short strategy, and adhere to strict risk controls.
We provide systematic and research-based asset management to individuals and institutions through customized portfolios and separately managed accounts using our ARTAIS Model.
John Rothe – CEO & Chief Investment Officer
As CEO and Chief Investment Officer, John Rothe brings more than 18 years’ experience in the financial industry to offer his clients the same level of active investment management that institutions and high net-worth investors have enjoyed for years.
Prior to starting the firm, John served as Vice President & OMEGA Portfolio Manager with Oppenheimer & Co., and began his career at Morgan Stanley where he served as Vice President-Investments.
His investment management strategies and advice have appeared in various media outlets, such as CNBC, Reuters, Investment News, Financial Planning Magazine, Investment Advisor Magazine, Financial Advisor, and on Wall Street Business Network syndicated radio broadcasts.
John is an active member of the National Association of Active Investment Managers (NAAIM) and The Market Technicians Association (MTA) and is a contributor to Seeking Alpha, Benzinga, Feed the Bull and Advisor Perspectives.