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Discover the freedom to live the life you want
RBC Dominion Securities Private Investment Management offers a
premium level of discretionary wealth management designed to free you
from the day-to-day details of managing your wealth.
Available exclusively for portfolios exceeding $200,000, Private
Investment Management gives you the confidence to pursue your goals,
knowing your wealth will be managed according to the highest standards.
Key Benefits of Private Investment Management
Explore the many benefits available through Private Investment
Management:
Discretionary Portfolio Management through
a Personal Portfolio Manager
Private Investment Management is a unique discretionary managed
account where you delegate responsibility for day-to-day investment
decisions to a personal Portfolio Manager.
With Private Investment Management, you get a completely
customized portfolio
designed by your Portfolio Manager. Your portfolio is built from the ground
up based on factors such as growth requirements, income needs and risk
tolerance. Because your approval is not required for every single
transaction, your Portfolio Manager is able to take advantage of investment
opportunities quickly and efficiently. He or she must also work within
specific guidelines established in advance and is accountable to these
guidelines, which are regularly reviewed and adjusted according to your
needs.
The Highest Credentials at Your Service
Only a select group of our Investment Advisors can offer you portfolio
management services through Private Investment Management.
Portfolio Managers must possess advanced investment credentials,
extensive experience advising clients and substantial assets under
administration.
Direct Access to Your Portfolio Manager
Unlike most money management programs where you never meet your Portfolio
Manager, Private Investment Management offers you the unique opportunity to
sit down with your Portfolio Manager and discuss your needs one-on-one.
Because you have a personal relationship with your Portfolio Manager,
your portfolio can more accurately reflect your individual goals and
objectives on an ongoing basis.
Our Meticulous Six-Step Process
To ensure that we always act in your best interests, your Portfolio
Manager follows a meticulous six-step process. This process balances your
desire for freedom with your expectation for excellence:
- Creating your investment policy statement
Your Portfolio Manager works with you to develop an investment policy
statement, a written document that takes into account your unique needs,
investing time horizon, tolerance for risk and more. Considering all these
factors, your Portfolio Manager will recommend an ideal asset-allocation
model for your portfolio.
- Building your portfolio
Based on your ideal asset-allocation model, your Portfolio Manager will
select an appropriate combination of investments for your portfolio.
Virtually every type of investment is available to meet your needs.
In selecting appropriate investments, your Portfolio Manager combines an
understanding of overall global economic and market trends with fundamental
research of individual investment opportunities. Senior economists,
portfolio strategists and research analysts from various parts of RBC
Financial Group augment your Portfolio Manager’s insights in these
key areas.
- Managing your portfolio
Your Portfolio Manager will make day-to-day investment decisions on your
behalf to respond to and anticipate the changing market and economic
landscape. For example, if the outlook for a certain region of the world
improves, your portfolio will be adjusted accordingly within the
guidelines established in your investment policy statement.
- Third-party review and monitoring
An independent risk management group reviews your portfolio on a
quarterly basis to ensure it meets the high standards set out in your
investment policy statement.
- Adjusting your investment strategy
Your Portfolio Manager will also meet with you on a regular basis to review
your portfolio and get an update on your personal and financial situation.
- Keeping you informed of your progress
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
online
services.
Private Investment Management could be ideal if you:
- Desire superior, personalized service and direct access to a
professional Portfolio Manager
- Want freedom from making daily investment decisions
- Seek a disciplined approach to professional wealth management
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.
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