Sub Advised Portfolio Management
Gain greater convenience, customization and choice with the latest advance in wealth management delivered through our innovative Unified Managed Account (UMA) technology.
With UMA you get convenient access to the most current thinking of RBC’s senior portfolio strategists and carefully evaluated investment ideas from elite money managers worldwide within a highly customized, tax-efficient portfolio managed by RBC Dominion Securities.
UMA follows a highly disciplined, proven process designed to remove the guesswork and emotions from investing. For even greater peace of mind, your UMA portfolio benefits from independent, third-party due diligence on manager selection.
UMA Unified Managed Account Key Features
Your personalized UMA investment portfolio is managed for you on a discretionary basis, freeing your time to focus on other important priorities. Every quarter, your UMA portfolio is automatically rebalanced to align with the current asset allocation recommendations of the RBC Investment Strategy Committee. You also receive an integrated view of your overall financial affairs through UMA consolidated account reporting.
Choose from carefully screened money managers, top-ranked mutual funds and recommended Exchange-Traded Funds (ETFs) – now available in a single account for greater convenience.
Your UMA portfolio is customized to your needs, whether you’re looking for growth, income or capital preservation. It can also accommodate your individual tax needs and any investment restrictions if you wish to invest in a socially or environmentally responsible fashion.
To learn more about Sub Advised Portfolio Management, please contact us.