To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. Warren Buffet
Services of Hugh Cooper and Scott Murray and their team at RBC Dominion Securities include:
- Customized Portfolio Management. Hugh and Scott's approach to portfolio management is disciplined and customized. They create a long-term asset allocation suitable for each clients return objectives and risk tolerance, and execute on this strategy with customized portfolio construction, monitoring and rebalancing. Hugh and Scott offer both discretionary and non-discretionary portfolio management;
- Investment Strategies. Hugh and Scott provide all clients with access to innovative investment ideas and opportunities;
- Institutional Cash Management & Trading Services. Hugh and Scott are able to deliver institutional trading services to their clients such as institutional equity and fixed income trading, option strategies and trading, futures strategies and trading (including futures options), equity monetization (to achieve liquidity and tax-deferral for the sale of large concentrated positions), cashless option exercise, unwinding large positions, cash management, risk arbitrage, fully customized institutional investment products (such as principal- and partial-protected notes, private hedges and various other alternative investments) and institutional pension fund management; and
- Wealth Management Strategies. All of Hugh and Scott's clients have access to a full array of wealth management services, including financial planning, trust & estate planning, risk management & insurance planning, charitable giving & foundation planning and private banking.