RBC Dominion Securities Private Investment Management offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth.
Available exclusively for portfolios exceeding $250,000 Private Investment Management gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.
Key Benefits of Private Investment Management
Explore the many benefits available through Private Investment Management:
Discretionary Portfolio Management through a Personal Portfolio Manager
Private Investment Management is a unique discretionary managed account where you delegate responsibility for day-to-day investment decisions to us as your Portfolio Manager.
With Private Investment Management, you get a completely customized portfolio designed The O'Neill Wealth Management Group. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, we are able to take advantage of investment opportunities quickly and efficiently. As your portfolio manager we must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
The Highest Credentials at Your Service
Only a select group of DS Investment Advisors can offer you portfolio management services through Private Investment Management.
Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
Direct Access to Your Portfolio Manager
Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with your Portfolio Manager and discuss your needs one-on-one.
Because you have a personal relationship with The O'Neill Wealth Management Group, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
Our Meticulous Six-Step Process
To ensure that we always act in your best interests, we follow a meticulous six-step process. This process balances your desire for freedom with your expectation for excellence:
Creating your investment policy statement
The O'Neill Wealth Management Group works with you to develop an investment policy statement, a written document that takes into account your unique needs, investing time horizon, tolerance for risk and more. Considering all these factors, we will recommend an ideal asset-allocation model for your portfolio.
Building your portfolio
Based on your ideal asset-allocation model, The O'Neill Wealth Management Group will select an appropriate combination of investments for your portfolio. Virtually every type of investment is available to meet your needs.
In selecting appropriate investments, your Portfolio Manager combines an understanding of overall global economic and market trends with fundamental research of individual investment opportunities. Senior economists, portfolio strategists and research analysts from various parts of RBC Financial Group augment The O'Neill Wealth Management Group's insights in these key areas.
Managing your portfolio
The O'Neill Wealth Management Group will make day-to-day investment decisions on your behalf to respond to and anticipate the changing market and economic landscape. For example, if the outlook for a certain region of the world improves, your portfolio will be adjusted accordingly within the guidelines established in your investment policy statement.
Third-party review and monitoring
An independent risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement.
Adjusting your investment strategy
The O'Neill Wealth Management Group will also meet with you on a regular basis to review your portfolio and get an update on your personal and financial situation.
Keeping you informed of your progress
You will receive a monthly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you can receive a quarterly rate-of-return calculation. You also have access to your accounts and timely market information through our online services
Private Investment Management could be ideal if you:
Desire superior, personalized service and direct access to a professional Portfolio Manager
Want freedom from making daily investment decisions
Seek a disciplined approach to professional wealth management
To learn more about The O'Neill Wealth Management Group's approach to Private Investment Management, click the O'Neill Wealth Advantage tab or contact us.