Our portfolio process
We offer an innovative platform that provides individual investors with direct access to some of the world’s leading investment managers, many of whom were once available exclusively to large institutional investors, top-ranked mutual funds, and recommended Exchange-Traded Funds (ETFs) together in a single account. This program is ideal for clients seeking a long-term, customized, goals-driven approach to investment planning.
With most institutional investment offerings, clients are fit to the program. However, with our institutional investment offering, the program is fit to our clients. Portfolios are individually crafted based on a client's unique needs for capital growth, investment income and asset preservation. Then, portfolios are professionally managed within strict parameters, allowing our clients to focus on other important priorities confidently.
The result - An investment portfolio designed to meet your needs, both now and in the future, with a disciplined process to help keep you on track to achieving your goals.
Key Program Benefits:
- Direct Ownership – You have the ability to own the underlying stocks and bonds in your portfolio and gain the benefits that come with that ownership.
- Ongoing research and due diligence – Benefit from the due diligence of the RBC Global Advisory Research Group, whose ongoing evaluation and oversight ensures that individual investment managers and their portfolio strategies remain consistent and high quality.
- Re-balancing – Keep your portfolio aligned with your life goals continuously with more precise diversification and automatic re-balancing that anticipates and accommodates evolving needs.
- Simplification – Focus your attention on achieving your overall financial goals rather than the day-to-day details of buying and selling investments.
Guiding Principles:
- Diversification - Diversification is the cornerstone of investing success. It is the single most important risk-reduction tool we can employ.
- Ownership of quality companies - Owning companies that earn a consistent return on equity has been an effective investment strategy. Often these stocks exhibit lower volatility than the market average, yet perform better over time. This is called the low volatility anomaly.
- Evolution, not prediction - Your portfolio must evolve with economic changes, and market pricing. These changes should be made with long-term trends in mind, and not be reactionary.
- Re-balancing - This key principle forces us to buy more when part of our portfolio goes down in price, and sell a little when part of the portfolio goes up. It has been proven to add to returns over time.
