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Investment Services

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Personalized, Long-Term Investment Guidance

Riverview Investment Services takes a strategic, long-term approach to building and managing your investments. Our goal is to design diversified, liquid portfolios that reflect your goals, risk tolerance, and financial situation. Whether you are saving for retirement, education, or long-term growth, our approach begins with understanding your unique needs. We use low-cost exchange-traded funds (ETFs) to build portfolios with broad exposure to U.S. and international markets. With a long-term focus, we rebalance as needed and offer regular reviews to help keep you on track.

Our services include:
  • Individual investment accounts
  • IRA setup, contributions, and rollovers
  • 529 college savings plans
  • Small business and public sector retirement plans
  • Personalized financial planning
Considering Riverview Investment Services for your financial planning needs? Maxwell is available to provide more information.
Contact Maxwell Jones

Registered Representative, Cambridge Investment Research, Inc., a broker-dealer. Member FINRA/SIPC    

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.   

Cambridge and Riverview Investment Services are not affiliated. Riverview Investment Services is not a broker-dealer or investment adviser.

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About Us

Riverview Trust Company investments are not insured or guaranteed by the Bank, the Federal Deposit Insurance Corporation or any other government agency. Non-deposit products are subject to investment risks, including the possible loss of the principal invested

Contact

900 Washington Street, Suite 900
Vancouver, WA 98660

360.693.7442 or 877.993.5550

trustinfo@riverviewbank.com

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