A+ Portfolios
A+ is an innovative investment platform that gives you convenient access to a professionally managed, fully customized investment portfolio. A+ provides access to some of the world’s leading investment managers, backed by RBC’s proven investment discipline.
Tailored to your Needs
With most investment programs, you are fit to the program. However, with A+, the program is fit to you. David ensures that your A+ portfolio is individually crafted based on your unique needs for capital growth, investment income and asset preservation. Then, your A+ portfolio is professionally managed for you within strict parameters, freeing you to focus on your other important priorities with confidence.
Your customized A+ portfolio provides:
- The expertise of leading independent asset management firms, carefully assessed through in-depth research, and brought together in a coordinated, customized portfolio.
- The latest portfolio management technology that brings together multiple asset managers into a single, unified portfolio with consolidated reporting and synchronized asset allocation.
- A proven investment discipline that ensures your portfolio is set, monitored and rebalanced according to your specific investment guidelines.
- A modern approach that can help you achieve your financial goals, without compromising on your personal values.
Lasting Relationships
By having a personal relationship with David, you can ensure that your portfolio matches your specific goals and objectives on a regular basis. David will regularly meet with you to evaluate your portfolio and learn about any changes in your personal and financial situation. Your goals may evolve over time, and your portfolio needs to adapt to these changes.
