OUR HISTORY
Mitchell Malone is the Founder and President of Riverwood Capital Advisors, LLC. Prior to founding Riverwood, Mr. Malone was Vice President, Senior Financial Advisor for Merrill Lynch, where he specialized in comprehensive portfolio planning, including investment policy, asset management, trust and estate planning, alternative investments and tax planning strategies. He was consistently recognized as a “Platinum” Advisor for outstanding quality of service and client satisfaction.
A graduate of the College of Business at Florida State University, Mr. Malone joined Merrill Lynch in 1988 and offers more than 31 years of experience in the financial services industry. He has substantial expertise in the fields of equity selection, portfolio management, asset and liabilities management, and diversification strategies. He has managed money for individuals, small foundations, and small business pensions.
Along with his wife and two children, Mitchell Malone has resided in Jacksonville, Florida since 1985. He currently holds an active series 65 license.
WHAT SETS US APART
As a fee-only advisory practice, we receive compensation only from our clients. We do not sell any financial products, do not collect sales commissions and do not accept referral fees. We believe this approach reinforces our objectivity, and provides our clients with the assurance that they will receive unbiased advice.
CLIENT FOCUSED
At Riverwood Capital, our clients are the heart of our business. We understand that our success means making sure that our services meet the individual needs of each of our clients. Our services put client interests first – we work hard to understand what our clients want and then create customized investment solutions that meet their needs. We provide our clients with tailored investment strategies and risk-adjusted investment solutions.
OUR PROMISE
It is our ambition to achieve prosperity for our clients by delivering the promise of sound money management through prudent asset management, dedicated service and managed growth. Riverwood’s mission is to preserve and grow capital by producing above-average absolute returns with reduced volatility and manageable risk.
Riverwood Capital Advisors, LLC (RCA) values the privacy of its clients. With that in mind, the company will declare in the press the names of stocks for which its clients, employees or the family of its employees own under the management of the company. However, it is the policy of RCA not to disclose the size of any holdings or the assets under management for a stock, client or company individually or in the aggregate unless required to do so by a matter of law or regulation.