The UMA delivers comprehensive, multi-level diversification through asset class, geographic, sector, style and manager firms. Clients can be invested in segregated securities, mutual funds and ETF's to find the right balance and mix in the portfolio to achieve their long term goals.
Key Benefits
You Will Benefit from A+ if You:
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Lack the time to manage your own investments due to your family, business or career obligations.
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Prefer the convenience of delegating day-to-day investment decisions to exceptionally qualified professionals.
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Want to remove all the emotions and guesswork from investing.
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Face multi-faceted financial concerns, from reducing your high tax burden to judiciously optimizing your investment capital to protecting your family's wealth for future generations.
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Wish to simplify your complex financial affairs with an integrated wealth management solution and consolidated account reporting.
The A+ Advantage:
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Access and customization. Select from an extensive universe of carefully screened institutional money managers at lower investment minimums, mutual funds and Exchange-Traded Funds (ETFs) and bring them all together within a single account.
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Direct ownership. You have the ability to own the underlying stocks and bonds in your A+ Portfolio and gain the benefits that come with that ownership.
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Ongoing research and due diligence. Benefit from the due diligence of the RBC Global Advisory Research Group, whose ongoing evaluation and oversight ensures that individual investment managers and their portfolio strategies remain consistent and high-quality.
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Consolidated reporting. Gain an integrated view of your overall financial affairs through A+ consolidated account reporting.
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Rebalancing. Keep your portfolio aligned with your life goals on an ongoing basis with more precise diversification and automatic rebalancing that anticipates and accommodates your evolving needs.
