Investment Management

Investment and portfolio management is the foundation of our business. Our clients rely on us to provide expert advice and a disciplined approach to managing their portfolios to help them manage risk and achieve their financial goals.

A+ Investment Program

A+ is an innovative investment platform that gives you access to some of the world’s leading investment managers, backed by RBC’s proven investment discipline.

Your A+ portfolio is individually crafted based on your unique needs for capital growth, investment income, and asset preservation.  It is then professionally managed for you within strict parameters, freeing you to focus on your other important priorities.

Your customized A+ portfolio provides:

  • The expertise of leading independent asset management firms, brought together in a coordinated, customized portfolio;
  • A sophisticated, tax-efficient portfolio that gives you direct ownership of the individual investments in your portfolio, providing greater control over taxable events;
  • The latest portfolio management technology that brings together multiple asset managers into a single, unified portfolio with consolidated reporting;
  • Proven investment discipline that ensures your portfolio is set, monitored, and rebalanced according to your specific investment guidelines; and
  • An approach that allows you to achieve investment growth, without compromising your values.

Advisor Account

The Advisor Account offers you an alternative to traditional transaction-based brokerage fees and service charges.  Instead of paying commissions at the time of each transaction, you pay a fee based on the value of your portfolio’s assets.  This approach allows us to focus on reaching your financial goals, not on transaction costs.

Special Fee-Based Benefits:

  • Premium Interest Rates: Access to a complete range of interest-bearing securities, such as government bonds and T-bills, at premium interest rates.
  • Special Access to low-cost funds: F class funds give you world-class money management expertise at reduced costs.
  • Complimentary Services: Custody and safekeeping of your assets, as well as registered account administration, are included in the Advisor fee.

 

RBC Private Counsel (USA) Inc.

RBC Private Counsel (USA) Inc. (“RBC PC USA”) is a Canadian corporation indirectly owned by Royal Bank of Canada and is a member of the RBC group of companies. It was established to provide discretionary investment management and supervisory services to U.S. residents. RBC PC USA accounts are serviced from Canada and assets are held in custody in Canada.