We offer the following services:

  • Generational Wealth Planning
  • Stewardship of Endowments and Foundations
  • Comprehensive Investment Management
  • Corporate and Personal Retirement Planning
  • Education Planning

 

Buy Discipline

  • We use a top down approach that involves looking at the "big picture" in global economies and the financial world, then breaking those components down into finer details. After looking at the big picture conditions around the world, different sectors are analyzed in order to select those that are forecasted to outperform the market. From this point, the stocks of specific companies are further analyzed and those that are believed to be successful are chosen as investments.
  • We use fundamental analysis from a host of research firms including RBC, S&P, Credit Suisse, Argus, and Value Line. We also use technical research from RBC as well as an outside service that the ANSR Group employs.
  • From here we choose stocks that are both fundamentally as well as technically buy rated within our top down approach.

 

Sell Discipline

  • Every Friday all positions are reviewed making sure that at least one of our fundamental research groups has a buy rating and our technical research is updated as well. If either has changed, the equity will be added to our watch list.
  • Daily trailing stop alerts; if an alert is issued, the equity will be added to our watch list. With equities having a beta over 1.0, we will allow more wiggle room with regards to volatility.
  • Every Monday morning the ANSR group meets and reviews any equity that has been added to our watch list for review. If our technical service has issued both a short term as well as intermediate term trend sell, the position will be sold.
 

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

Our fixed income advantage

At RBC Wealth Management, we consider ourselves the best fixed income wealth management firm in the U.S. With a team of professionals ready to help you manage your fixed income portfolio no matter the market environment, we have the resources and the strategies to meet all of your fixed income needs. Watch our video to learn more or contact us today to discuss how we can be of service to you.