|
If success often places unforeseen demands on your time and
your financial affairs have inevitably become more complex, a
discretionary wealth management relationship can provide the freedom
you need to focus on what’s important to you.
What to expect from a discretionary wealth management relationship:
Highly Personalized Solutions Designed around You
If you are faced with the complexities of managing a large investment
portfolio, you might appreciate the convenience of engaging the services
of a professional investment manager directly.
For clients who prefer this calibre of relationship, we offer
Private Investment
Management, our highest level of discretionary wealth management
for portfolios exceeding $200,000. Through this program, an accredited
Portfolio Manager or Associate Portfolio Manager will custom-design your
investment strategy based on your specific requirements. He or she will also
manage your investment portfolio on your behalf, giving you complete freedom
from the day-to-day details of managing your wealth.
Trusted Advisors to Make Important Decisions
on Your Behalf
Through a discretionary relationship, you receive the highest level
of service from an elite professional whom you entrust to make important
investment decisions for you on a daily basis. In the case of Private
Investment Management, only a select group of our Investment Advisors can
offer you portfolio management services. Portfolio Managers must possess
advanced investment credentials, extensive experience advising clients and
substantial assets under administration.
Additionally, your Portfolio Manager has the support and backing of
an impressive array of resources, including senior economists, strategists,
research analysts and other highly trained professionals from across RBC
Financial Group.
The Confidence of a Disciplined Approach
You can delegate the important responsibility of managing your
investment assets with complete confidence, knowing that your Portfolio
Manager follows an extremely disciplined approach to investment
management.
It starts with establishing your personal investment policy
statement, which specifies your investment objectives, risk tolerance
and investment time horizons, while providing asset mix guidelines
and security selection criteria.
Your Portfolio Manager works within the framework established within
your personal investment policy, while our independent Portfolio Risk
Management Group provides an extra level of diligence, regularly monitoring
your portfolio to ensure compliance with your investment policy.
Regular Communication to Keep You Informed of
Your Progress
You can also expect to be kept well-informed about the performance of
your portfolio. For example, through Private Investment Management, you
will receive a monthly account statement that details the activity in
your portfolio and provides the current market value of all your positions.
In addition, you can receive a quarterly rate-of-return calculation. You
also have access to your accounts and timely market information through
our secure online service, DS
Online.
Take the next step…talk to a Portfolio Manager.
Our Portfolio Managers are here to help recommend the solutions that
are best for you. To learn more, please
contact a Portfolio Manager
today. Or, ask a Portfolio Manager
to contact you.
|
