Discretionary wealth management structured to help you reach your goals
Discretionary client portfolios are typically structured defensively to preserve your principal investment and manage risk, drawing on bonds, cash and other fixedincome, low-risk instruments.
Discretionary client portfolios are typically structured defensively to preserve your principal investment and manage risk, drawing on bonds, cash and other fixed-income, low-risk instruments. Your portfolio may also be tailored based on an RBC Dominion Securities model that provides the basis for superior long-term investment performance, diversification, a simple and proven quarterly discipline, modest turnover and a focus on high-quality companies.
However you choose to structure your portfolio, Frank will help you make sense of your personal risk tolerance, asset allocation, investment goals and strategies utilized in your portfolio. "You have to connect with risk," says Frank. "Meanwhile, I help connect you to your portfolio. If you feel uncomfortable with the level of risk in your portfolio, or with short-term changes in value, we look carefully at your investment strategy and what can be changed."
Contact our team at Frank Joseph D'Angelo Wealth Management Group of RBC Dominion Securities to learn more about managing portfolio risk and investment management strategies.