Riverplace Capital is a Private Wealth Management Firm in Jacksonville, FL
Founded in 1998, Riverplace Capital is a fiduciary Registered Investment Advisory firm providing discreet, personalized and individually tailored financial services to long-term investors. We are an independent wealth management firm with a full array of financial services, and specialties in Business Ownership, Real Estate, and Family Office.
With more than 100 years combined financial experience, Riverplace Capital Money Managers deliver top performance through financial planning and disciplined investing. We work together with you to enhance your investment results and income, manage your risk and provide tax protection.
Our Lonely Bull moniker reflects our independence of thought. If you are tired of poor performance, Talk to Us! Make the move to separate your investment strategy from same-minded herd thinking. Work with the Lonely Bull.
The US Congress passed the CARES ACT and provided numerous resources and assistance for both individuals and small businesses that have been impacted financially by the Corona Virus. Read More »
Why Choose Riverplace Capital?
Financial Performance
Financial Performance
At Riverplace Capital we hold ourselves to high performance standards and frequently meet or outperform industry benchmarks.
Investment Experience
Investment Experience
We have one century of combined investment experience and have been serving clients for 21 years.
Tax Protection
Tax Protection
We select individual securities that are more tax efficient than many financial products, planing the timing for buying and selling to best meet your tax needs.
Money Management
Money Management
We don’t farm out your portfolio or hire other firms. You work directly with the people managing your money, not an intermediary.
Independence
Independence
The firm’s Lonely Bull Moniker reflects our independence of thought and unique approach to investing.
Fiduciary/RIA
Fiduciary/RIA
As a fiduciary we act in your best interests, earning income based on your success. We do not sell insurance or financial products that charge additional commissions.