Discretionary Portfolio Management. Personally Delivered.
At Lauer Private Wealth, we don’t just invest—we allocate. Through RBC Dominion Securities’ Private Investment Management (PIM) program, we offer discretionary asset management with the discipline, structure, and oversight typically reserved for institutional portfolios. It’s a pension-style approach, tailored to individuals and families who want their capital treated with the same level of care as a generational endowment or corporate reserve.
Multi-Asset Strategy. Unified Execution.
R. Matthew Lauer is a licensed Portfolio Manager who operates as more than just a stock picker—he acts as the architect of your entire portfolio. Drawing from global markets and diverse asset classes, he blends public equities, fixed income, and alternative strategies—including private equity, private debt, hedge funds, and real assets—to create resilient, forward-looking portfolios. In short, he’s a portfolio manager of portfolio managers—curating best-in-class strategies and positioning capital with intention.
A Limited Roster. A Direct Line.
This is not mass-affluent wealth management. Matthew oversees capital for a limited number of clients because that’s what it takes to deliver focus, clarity, and results. Clients don’t just get advice—they get access. Portfolio construction, strategy discussions, macro positioning—it all comes from someone who understands the details and sees the whole picture. Every meeting is a strategic conversation built around you: your goals, your liquidity needs, your timeline, and how your capital should work across market cycles.
Discretion that Drives Outcomes.
Through the PIM platform, Matthew has the authority to make real-time investment decisions within your approved mandate. That allows for quicker reaction in volatile markets, more disciplined rebalancing, and more thoughtful positioning across asset classes. You stay in control of the destination—we manage the road to get there.
Institutional Thinking. Private Delivery.
Your portfolio is built with the same discipline applied to pension funds and endowments—but delivered personally, with direct access to the person behind the decisions. This is discretionary asset management done right. Focused, nimble, intentional and entirely aligned with your future.
