The investment process engages a multi-asset, multi style, multi-manager approach to customizing portfolios for each client’s unique goals and objectives. ESG Models are incorporated at the outset of the strategic process.

We believe that no one manager does everything well.  We coordinate the specialists and resources to manage wealth.

4 Step process:

Discovery

Develop Investment Policy Statement & Asset Allocation Guidelines

Implement the strategic plan

Monitoring with ongoing due diligence

Multi-Level Portfolio Risk Management

1. Adherence to Investment Policy Statement (IPS)
  • Asset Allocation guidelines of portfolios align with your IPS
2. Portfolio Rebalancing
  • Keeps portfolio on track
  • Removes emotion at times of heightened uncertainty
3. Daily Portfolio Monitoring
  • Portfolio Managers
  • Internal RBC Trading Team
  • Risk Management Group
  • Internal Compliance Officers