A Partnership Rooted in Shared Conviction
At RiverPark Advisory, the relationship with each client begins with a shared understanding of purpose. The firm was founded on the principle that true investment partnership means aligning interests at the most fundamental level. This is why the founders and partners invest their personal capital alongside clients in the very same strategies they recommend. This co-investment model ensures that every piece of advice is grounded in genuine accountability and a mutual commitment to long-term success.
The services offered by RiverPark Advisory are designed for a select group of families, individuals, and institutional clients who share a belief in patience, quality, and disciplined capital stewardship. The firm acts as a dedicated guardian of wealth, providing counsel that extends far beyond conventional asset management.
The cornerstone of all investment activities at RiverPark Advisory is the philosophy of Structural Value Investing. This approach fuses rigorous fundamental analysis with a forward-looking assessment of the powerful, long-term trends reshaping industries and economies. The investment team seeks companies that possess durable competitive advantages, robust cash flow generation, and management teams of unquestionable integrity.
RiverPark Advisory constructs portfolios with a long-term horizon, often measured in years rather than quarters. This patient approach allows the power of compounding to work on behalf of clients. The firm avoids the temptation of short-term market noise and instead focuses on identifying businesses that are strategically positioned to benefit from technological innovation, demographic shifts, and evolving global consumption patterns.
For clients who prefer to delegate investment decisions, RiverPark Advisory offers discretionary management services. Under this arrangement, the investment team assumes full responsibility for portfolio construction, security selection, and ongoing monitoring. All decisions are made within a framework agreed upon with each client, reflecting their specific objectives, risk tolerance, and time horizon.
For families and institutions that retain decision-making authority, RiverPark Advisory provides in-depth advisory and consulting services. The firm delivers actionable research, market perspectives, and specific investment recommendations. Clients benefit from the same rigorous analytical framework applied to discretionary mandates, while maintaining ultimate control over their capital allocation decisions.
RiverPark Advisory understands that wealth management extends beyond investment returns. For many families, the goal is to create a financial foundation that supports multiple generations. The firm offers comprehensive wealth preservation counsel that addresses the complex interplay between investment strategy, family governance, and long-term planning.
The approach begins with a deep understanding of each family's values, aspirations, and unique circumstances. RiverPark Advisory works closely with clients to develop strategies that protect and grow capital while respecting the principles that matter most to them.
RiverPark Advisory extends its expertise to institutional clients seeking a disciplined, research-driven approach to capital management. The firm works with foundations, endowments, and family offices that share its long-term investment philosophy and commitment to quality.
Institutional relationships are characterized by deep collaboration and transparency. RiverPark Advisory provides tailored solutions that address the specific objectives, spending requirements, and governance structures of each institution.
All services at RiverPark Advisory are underpinned by proprietary research and independent analysis. The firm maintains a rigorous research process that combines fundamental company analysis with macro-economic assessment and structural trend identification. This research capability is a core strength that differentiates the firm from conventional advisors.
The research team, led by Chief Investment Officer Ellis Garner, brings decades of experience across US and European markets. Their work is characterized by intellectual honesty, disciplined methodology, and a willingness to take contrarian positions when the evidence supports them.
The research function at RiverPark Advisory encompasses deep fundamental analysis of individual companies and industries, comprehensive macro-economic and geopolitical risk assessment, and the identification of long-term structural trends and investment themes. The team conducts cross-market analysis spanning US, European, and emerging economies, providing clients with a truly global perspective. Regular investor communications and market commentary ensure that clients remain informed of the firm's evolving views and the reasoning behind investment decisions.
Working with RiverPark Advisory means becoming part of a select community of like-minded investors. The firm deliberately limits the number of client relationships to ensure that each receives the attention and dedication they deserve. This exclusivity is fundamental to maintaining the quality of service and depth of partnership that defines the RiverPark Advisory experience.
Clients receive direct access to senior investment professionals, including the Chief Investment Officer. Communication is frequent, candid, and tailored to each client's preferences. The firm believes that informed clients are better partners, and therefore places great emphasis on education and transparency in all interactions.
RiverPark Advisory was built to serve clients who understand that true wealth creation requires patience, discipline, and a trusted partner who shares their long-term vision. The firm's comprehensive service offering reflects a commitment to addressing every dimension of sophisticated wealth management, from active portfolio construction to generational planning.
By combining the analytical rigor of institutional investment management with the personalized attention of a dedicated advisor, RiverPark Advisory occupies a distinctive position in the investment landscape. The firm invites prospective clients who share its values of quality, patience, and integrity to explore a partnership that is designed to endure across market cycles and generations.
For those seeking an investment partner who will stand beside them through every phase of their financial journey, RiverPark Advisory offers not merely a service, but a lasting relationship built on shared conviction and mutual success.
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