You might not have $100 million, but... you can invest like you do
For years, wealthy institutional investors have benefited from institutionally managed money. The traditional model of money management, which combines mutual funds, stocks, and bonds, is influenced by institutional money. Over time, traditionally managed money has underperformed, assumed more risk, and cost more than institutionally managed money.
With the best access to information, large teams doing continual research, and the ability to make portfolio adjustments in which the rest of the market reacts to, the ability to invest institutionally in a customized portfolio has been out of reach for most of us. One would need in excess of $50 million dollars to access a single manager and one should have a portfolio containing several managers in order to ensure diversified expertise.
While this type of money management was previously only accessible to the uber rich and pension funds, RBC Dominion Securities, as Canada's largest wealth management firm, now offers their clients exclusive access to this institutional expertise for clients with $250 thousand dollars or more in investable assets. In addition to this investment expertise, RBC has 24 CFA's that continually monitor the institutions managing client's assets. To learn more, contact the Opheim Wealth Management Group today.