Institutional Clients
As a natural byproduct of our team's work with successful business owners, our team has also built a large business in providing discretionary asset management services to a number of high profile institutional clients. These entities include endowments/foundations, trusts, charities, "for profit" businesses, and multiple government/government agency offices across the country.
Our team's institutional client advisory process is focused on maximizing investment return within a given level of risk while minimizing liability for fiduciaries/investment stewards and managing assets within the strict parameters set out by the organizational Investment Policy Statement (IPS). Transparency, process and fiduciary prudence are all critical elements of the institutional client experience with The Hillyard Stephen Group at RBC Dominion Securities.
If you are interested in finding out more about the team's institutional asset management program, please feel free to reach out or call to arrange a complimentary consultation. Our team's typical institutional asset management relationship starts at $5MM CAD.
