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Gain greater convenience, customization and choice with A+: the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.
With A+, you get convenient access to the most current thinking of RBC’s senior portfolio strategists and carefully evaluated investment ideas from elite money managers worldwide within a highly customized, tax-efficient portfolio managed by RBC Dominion Securities.
Key Features and Benefits of A+
- Next-generation UMA portfolio management technology
- Personalized investment portfolio managed for you on a discretionary basis, freeing your time to focus on other important priorities
- Carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) available in a single custody account for greater convenience
- Integrated view of your overall financial affairs through A+ UMA consolidated account reporting
- Automatic quarterly rebalancing to align your A+ portfolio with the current asset allocation recommendations of the RBC Investment Strategy Committee
- Independent, third-party due diligence on manager selection for greater peace of mind
- Highly disciplined, proven process that removes the guesswork and emotions from investing
Designed to Fit Your Needs and Style
- Wide range of A+ investment mandates to suit your individual investment objectives
- Different manager styles, including value, blend and growth
- Canadian, North America, European, Asian and Emerging Markets mandates
- Fixed-income, small-cap equity, mid-cap equity, large-cap equity and alternative asset classes
- Customization based on your individual tax situation to help reduce taxes
- Personalized screens to restrict certain sectors of the economy based on your personal values (e.g. tobacco, alcohol, military)
A+ could be ideal if you:
- Want a convenient, all-inclusive portfolio solution with greater flexibility and choice
- Prefer that your investments are professionally managed according to a highly disciplined approach
Take the next step … talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please contact an advisor
today. Or, ask an advisor to contact
you.
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