Discretionary Third Party Management (A+)
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 rebalancing to align your A+ portfolio with the current asset allocation recommendations
- 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
