River Wealth Advisors
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Investment Philosophy

River Wealth Advisors’ investment philosophy is driven by fundamental value. We seek securities that are trading inexpensively, relative to the market, while carefully taking into account the underlying value. When the market price for a security exceeds the underlying value, we reduce exposure in our client’s portfolio.

Our continuous, in-depth analysis of the ebb and flow of the market enables us to be thoughtful contrarians. By studying and understanding economic situations that cause the market to react strongly, we uncover opportunities for our clients.

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Edward O’Gorman, MBA, CFA and Robert E. Caplan, MBA, CFA

River Wealth Advisors helps investors structure obtainable goals and build strategies to attain those goals so that you can feel confident about your wealth management plan. Get started on your future today.

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Fundamental, Value-Driven
Investment Approach


infographic showing River Wealth Advisors investment values