At Riverside, “We’ll take care of it.”
At Riverside Investment Partners, Brian Machamer just wants to “take care of it” for his clients. He knows that they come to him for his years of experience and for his unbreakable belief in, and passion for, tactical investment strategies. Machamer knows that most of his clients have no idea about how to build and manage a prudent investment strategy. That’s why they come to him and that’s why he formed his business as a Registered Investment Advisory (RIA) practice. As an RIA, Machamer has discretion to implement and manage his preferred investment strategy on behalf of his clients. In short, his clients hire him specifically to “take care of it.” To manage their investment account day after day, everyday, in accordance with Riverside’s preferred, tactical investment strategy.
While we utilize tactical strategies to achieve our investment goals, we believe our primary objective is to know our clients and to safely guide them towards their investing objectives.
What we do
Riverside Investment Partners offers fee-based investment management services to individuals, families, businesses and religious organizations. We believe in a disciplined, tactical investment approach that has the following goals:
- Superior “draw-down” protection; i.e. account value protection
- Low risk, low volatility
- Pursue growth safely through a tactical, Global-Macro Asset Allocation strategy
Tactical management for better results
It’s a well-known fact that there are very good times to be invested in the stock market and then there are very bad times to be invested in the market. So, why is it that many stock brokers and “big-box” professionals want to keep you fully invested all the time? Its because they are more interested in managing their clients than they are in managing their client’s investment account. Its much easier to stay fully invested and blame the market for its ups and downs rather than taking responsibility and working through the ever changing economic cycle.
We believe that a dynamic, or challenging, investment environment demands a highly adaptive, tactical investment game plan. Executing our strategy takes experience and vigilance; it is not a part-time task. Brian Machamer has spent his career developing, refining and implementing various tactical, rules-based strategies that form the foundation of Riverside’s risk-managed portfolios. Learn more about our investment strategy.
A word about transparency
With Riverside Investment Partner as your Advisor, you’ll have a secure client login site, where you can review your account information at any time. Our independent custodian (Folio Institutional) will send you monthly statements and real-time trade confirmations. We’ll have portfolio reviews to go over your account in detail. We’ll tell you exactly what we did, and exactly why we did it. Brian Machamer is always available to answer your questions—about your assets, the financial markets and current economic conditions, and how they affect your financial goals.
We will work hard to earn and keep your personal trust and your investment business. If you ever feel you’re not getting sufficient value, you’ll be free to end our relationship at any time, without any penalties or constraints.