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River Raisin Investment Partners

EST. AUM
$163,541,000

CONTACTS

CLIENT ACCOUNTS
867

Firm Details

Metro area Detroit
CRD Number 298014
Website rrinvp.com
Client types

Overview

River Raisin Investment Partners, Inc. is an independent, SEC-registered investment adviser based in Monroe, Michigan. The firm provides fiduciary wealth management to individuals, families, retirees, business owners, and high-net-worth clients. Its services combine financial planning, customized investment management, retirement planning, estate-planning coordination, tax-aware strategies, insurance analysis, philanthropic planning, and business succession guidance. Client portfolios are managed primarily on a discretionary basis according to individual objectives, risk tolerance, and time horizons. The firm emphasizes fee-based advice, personalized relationships, disciplined portfolio construction, tactical asset allocation, risk modeling, and long-term financial security. Charles Schwab serves as the disclosed primary custodian for client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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