Investment Strategies
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Income Strategy
Riverplace Capital's Income Strategy caters to investors seeking income alongside capital preservation. This approach not only generates regular cash flow for investors but also aims to grow their principal. With a target yield of 4-5%, the strategy emphasizes maintaining upward price appreciation while benchmarking against the Dow Jones Dividend Select Index. The portfolio consists of 25 equities, equally weighted and diversified across sectors based on Riverplace Capital's expertise.
The strategy's core objective is to provide a reliable and increasing income stream. To achieve this, Riverplace Capital utilizes a comprehensive analytical matrix involving top-down industry reviews and detailed bottom-up analyses of investment prospects, encompassing both quantitative and qualitative metrics. Headquartered in Jacksonville, FL, Riverplace Capital's Income Strategy stands out for its dual focus on income generation and capital growth, designed to meet the needs of income-seeking investors without compromising long-term investment objectives.
*This strategy may be paired with fixed-income securities as needed or according to client preferences.
Mid Cap Strategy
Riverplace Capital, headquartered in Jacksonville, FL, offers the Mid Cap 35 strategy tailored for investors with a higher risk tolerance seeking potentially higher returns, though with increased volatility. This strategy primarily comprises mid-cap stocks with market capitalizations ranging between $2 billion and $30 billion, often representing international companies poised for significant growth. Each stock undergoes rigorous selection criteria before inclusion in the portfolio, which consists of 35 equities equally weighted across diverse sectors, leveraging Riverplace Capital's sector-specific expertise.
Performance is benchmarked against the S&P 400 index. Our analytical approach employs a comprehensive matrix featuring both top-down industry analysis for growth opportunities and bottom-up assessments of quantitative and qualitative metrics for individual prospects. This strategy aims to capitalize on mid-cap stocks' growth potential while managing risk through expert selection and diversification across sectors.
*This strategy may be paired with fixed-income securities as needed or according to client preferences.
Large Cap Strategy
Riverplace Capital's Large Cap strategy targets investors seeking steady growth with lower volatility. It predominantly invests in stocks with market capitalizations exceeding $30 billion, offering liquidity and stability. This growth-focused strategy identifies companies with strong growth potential over the coming years. Each stock undergoes rigorous selection based on specific criteria. Performance is benchmarked against the S&P 500 index.
Headquartered in Jacksonville, FL, Riverplace Capital implements a Large Cap 50 Equity Strategy comprising 50 equities, equally weighted and diversified across sectors. Their analytical approach includes a comprehensive matrix involving top-down assessments of industry growth opportunities and detailed bottom-up evaluations of each prospect's quantitative and qualitative metrics. This strategy emphasizes consistency and growth potential within a diversified portfolio of established industry leaders, reflecting Riverplace Capital's commitment to delivering reliable performance aligned with investor expectations.
*This strategy may be paired with fixed-income securities as needed or according to client preferences.
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