We provide comprehensive financial solutions and asset management to a select group of individuals, business owners, and small- to mid-size companies. By taking into account your investment objective, ability or willingness to assume risk, tax situation and other unique circumstances, we develop financial strategies and investment solutions tailored for you.
Preservation of capital is typically one of the primary concerns of our clients. With this in mind, we take the minimum amount of risk necessary to meet your stated investment objectives. This does not preclude us from being aggressive when appropriate, but it must adhere to the objectives of your overall wealth management plan. In addition, we strive to provide a level of service and professionalism that exceeds your expectations.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
At The Atrium Group, we are very proud that Financial Advisor Paul Tropea has been named an AdvisorHub “Advisors to Watch” award recipient in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Paul!
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
December 4, 2023
Market week
Fixed income interest rate market monitor
Fixed Income FAQ
Global Insight 2024 Outlook
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