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Separate yourself from the herd of same-minded investing strategies.

Clients Trust The Financial Planners At Our Jacksonville-based Private Wealth Management Firm

As a well-known and respected private wealth management firm, our Certified Financial Planners manage assets internally, and they have earned the trust of our individual and family clients since 1998. Based in Jacksonville, we’re grateful to serve clients all over the United States, including California, Colorado, Georgia, New York, North and South Carolina, Ohio, Oregon, Texas, Tennessee, and Utah. 

 Weekly Lonely Bull Blog

What to do about Bonds

The trend on interest rates has finally reversed. It is no longer down, or lower for longer, but now higher. Rates will be gradually climbing for years to come. This trend will not be a straight line, but have fits and starts, and be irregular in its progression. But make no mistake, interest rates are going higher, both here in the U.S. and around much of the developed world.

An important question is how much inflation will accompany these increases. The Federal Reserve has stated that the large increases in prices we have been seeing are transitory. Only time will really tell. Inflation that persists will only drive interest rates even higher. The Bull and his partners believe that inflation will be more persistent than projected. It is now a global phenomenon. Inputs, such as wages, are very difficult to roll back once increases have occurred. Once a cycle of rising prices starts, calming it gets very difficult.

Rising interest rates depress current bond prices. The good news is that reinvestments take place at higher and higher rates. The shorter the maturities in a bond portfolio, the more this process helps in rolling up to higher and higher rates. Investors must simply stay away from longer maturities. Bond funds that have these in the portfolio should also be avoided. Beware of esoteric instruments that make promises that probably can not be kept. Unless owning bonds are a requirement, don’t! There are better ways to get income. Stay steady my friends.

The Lonely Bull

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The Importance of a Financial Plan

How You Can Get One At No Cost

This past year has been one for the history books, and one key takeaway is the importance of having a financial plan.  No one knows when the next crisis, recession, or unexpected event may arise.  Did you know that according to Charles Schwab, only 25% of Americans have a financial plan?  We have plans for so many things in our lives, whether it’s planning for something as simple as your day, planning your next vacation, or even your evacuation in case of a threat to your home.  Since we plan for many things in our lives, why do so many Americans not have a financial plan?  Is a financial plan even necessary?

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Who we are

Founded in 1998, Riverplace Capital is a private wealth management firm located in Jacksonville, Florida. We offer a full array of financial resources and specialties in Investment Management, Business Ownership, Real Estate, and Family Office services.  A fiduciary Registered Investment Advisory firm, we provide discreet, personalized, and individually tailored financial services to long-term investors.  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.

The Lonely Bull moniker reflects our independence of thought and unique hands-on approach to investing. Unlike most firms, you work directly with the people managing your money, not an intermediary. If you want to work with a firm that approaches investment differently from the others, Talk with Us!

CharitaBULL Giving

Riverplace Capital proudly supports the community.

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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 22 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.