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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

“Don’t Fight the Fed”

It is right up there with “you don’t pull on Superman’s cape, you don’t spit into the wind, (and) you don’t pull the mask of the old Lone Ranger.” The Federal Reserve has enormous power over our economy and continues to support its recovery and expansion. It does it with easy money along with other special facilities for the large financial players. “You don’t fight the Fed.”

Recently, investors have freaked out over concerns that the Delta variant of the coronavirus would restrain economic recovery, if not reverse it all together. Along with rampant inflation in some sectors, investors are also concerned that profit margins may not be as good as expected. Higher costs with concerns about future demand is not a recipe for investor confidence.

However, with cheap and abundant liquidity, it is unlikely that sell-offs in the stock market will go too far. Remember, the equities started up last year based upon easy money long before there was a recovery in sight. The economy will emerge from this pandemic; it just may not be as smooth and direct as many would like. We will see about inflation, short term or not. It is far too early to tell. Bond investors certainly do not seem to be worried; rates continue to fall. With the Fed on the side of investors, you simply must 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.

In the News

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.