Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

Philosophy & process

Blonkvist Investment Group’s philosophy is the belief that disciplined, model-driven investments generate enhanced risk-adjusted returns. When an investment strategy is expressed in model form, it can be researched and verified. This can provide a rich data set for return and risk management analysis.

We believe:

  1. Asset Classes (stocks, bonds, cash, real estate, commodities, etc.) have historical expected rates of return
  2. Asset allocation is a critical component to the return of a client's portfolio
  3. Diversification adds to risk adjusted individual portfolio returns
  4. Professional managers focused on specific asset classes generate alpha over time
  5. Manager investment styles among asset classes and sectors generate another degree of diversification and alpha over time
  6. Low fees and manager participation in the strategy are key components to success over time
  7. Our team adds value over time through the disciplined application of a rebalancing program

Process:

  1. Determine appropriate allocation to asset classes, market sectors, and investment styles
  2. Identify and invest with managers, who we believe are, in the world's top tier according to our allocation model
  3. Identify specific benchmarks to measure performance of asset classes, sectors, and managers
  4. Monitor managers against specific benchmarks and peers
  5. Actively monitor the portfolio of managers to help assure the most suitable team possible
  6. Rebalance Techniques:
    a. 5% rule
    b. asset class, sector overbought, oversold rule
    c. constant evaluation of allocation percentages and asset class returns
  7. Being accountable to each other, the team approach reinforces disciplined and consistent application of investment process

National award-winners

Kevin M. Blonkvist has received the following awards & recognitions:

  • Financial Times Top 400 Financial Advisors 2017, 2016, 2015, 2014
  • Barron's Top 1,200 Financial Advisors 2019, 2018, 2017, 2016, 2015, 2014
  • Forbes Top 500 Financial Advisors 2018, 2017
  • Forbes Top 250 Financial Advisors 2019, 2018, 2017

Michael Blonkvist has received the following awards & recognitions:

  • Forbes Top Millennial Financial Advisor 2018, 2017
  • Forbes/SHOOK Best-In-State Advisor 2019, 2018

 

Value statement

The heart and soul of the Blonkvist Investment Group is helping investors achieve financial success through the preservation and maximization of wealth. Proudly serving the Midland area and surrounding communities, we are honored to serve our clients as trusted wealth advisors for all of their financial needs. We put our professional knowledge, undisputed integrity and personalized service to work our client's each and every day.

We understand that:

  • Each investor has distinct circumstances, needs, investing preferences and tolerance for risk
  • The ever-increasing choice of investments available creates both challenge and opportunity in constructing a sound overall portfolio
  • Capital markets and money management continually evolve
  • Economies, markets and opportunities are dynamic and global in nature
  • You expect not only investment expertise, but also the highest standards of integrity

We listen and take the time to understand your individual circumstances. We are committed to:

  • Building a portfolio for you and your family that aims to strike the right balance
  • Creating an appropriate structure for your portfolio, selecting from both traditional and alternative investment areas, as the foundation for success of the investment strategy
  • Combining rigorous analysis and disciplined execution with continuous learning
  • Providing access to worldwide, world-class investment capabilities
  • Using the most suitable combination of investment approaches, given your personal goals
  • Providing reliable information, meaningful communications and sound investing practices

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Families and Wealth Transfer Report

Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth.  Download our Families and Wealth Transfer Report to learn more.

Estate planning rule #1: spouses come first

When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. We can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.

Learn more in our special report The Modern Couple's Guide to Legacy Planning and contact us today to learn how we can help.

Wondering what to do with excess 529 savings?

If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet our team

Learn more about The Blonkvist Investment Group.


 

Trusted advice & exceptional service


Our team works collaboratively with a broad array of skills and resources to give objective, professional recommendations. Our solutions are designed to meet the overall wealth management needs of individuals, families, businesses, and endowments. Before developing a tangible, actionable, measurable solution, we spend the time understanding each client’s financial needs and aspirations. Then, and only then, do we design an investment portfolio and wealth management roadmap, utilizing the world’s top-tier managers, to help our clients achieve their goals.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

Latest Insights

colleagues meeting around table in modern boardroom

Investment outlook for your 2020 portfolio

Nov 20, 2019 | RBC Wealth Management

Our constructive view on financial markets runs parallel to a continued need for vigilance.

Read more

Latest Insights

blurry view of pedestrians crossing street in toronto

The global equity playbook as the economic cycle ages

Nov 20, 2019 | Frédérique Carrier, Kelly Bogdanova, Jim Allworth

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade.

Read more

Latest Insights

businesswoman using cell phone on sofa

Young high-net-worth investors' mindset and technological savvy spurs global investing

Nov 19, 2019 | The Economist: Intelligence Unit

The next generation to expand scope in an effort to diversify.

Read more

Preserve Your Legacy With Wealth Transfer Planning

Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how We can help you preserve your wealth for generations.

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Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

Receive documents sooner
Streamline your recordkeeping
Conserve natural resources
Access your information anywhere
To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.