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 with a focus on portfolio design, diversification, and ongoing stewardship of client capital. Drawing on a broad opportunity set across traditional and alternative investments, he emphasizes disciplined allocation, careful monitoring, and consistency of approach over time. The objective is simple: portfolios that are resilient, adaptable, and aligned with long-term priorities.
They introduced us to a more refined set of opportunities, including select private market strategies that aligned with our long-term objectives.
Client -- Principal, Engineering Firm
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, portfolios are managed within an approved mandate, allowing for timely implementation, disciplined rebalancing, and thoughtful positioning across asset classes.
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.
