Riverplace Capital, headquartered in Jacksonville, FL, is a Registered Investment Advisor (RIA)

How do we work together?  To start, it is important to understand that Riverplace Capital, headquartered in Jacksonville, FL, is an RIA or Registered Investment Advisor, with a fiduciary duty to each client. Together, with our team of financial advisors, asset management services are based on our firm’s philosophy of disciplined investing.

A client’s best interests drive the client’s Financial Plan in which each advisor strives to provide the best-in-class solutions combined with excellent investment performance. We provide:

A FREE Financial Consultation
We begin our relationship with a FREE one-hour financial consultation to:

  • Get to know you
  • Determine your personal financial goals
  • Learn about other factors affecting your investment strategy
  • Understand your risk tolerance and performance expectations
  • Give an overview of our historical financial performance 

Create a Personalized Financial Plan

  • Together, we create your Personalized Financial Plan
  • Your Portfolio is created specifically to meet your needs
  • Money is invested with discipline according to this plan
  • We meet as needed to refine and update changing needs

Security

  • Your money is set up in an account with a third-party custodian to protect your investments 
  • We use Schwab predominantly
  • We do not “take custody” of your assets – we only allocate” them for you

Access

  • You have access to your money 24/7
  • Access is online to your third-party custodian
  • Access is private and password-protected access
  • Access gives you the ability to withdraw funds

Communication

Once communication is set up, you receive:

  • Monthly performance reports
  • Our quarterly newsletter, Perspectives, with a performance statement
  • Clients enjoy access to our weekly Lonely Bull blog and weekly stock market
  • update videos
  • We meet once a year for an annual review
  • Changes can be made at any time throughout the year

If this high level of investing discipline appeals to you, call us.  We’re always available by phone or email to answer any questions.

Call us at (904) 346-3460 – we’re easy to talk to!