Curtis McKay

Value statement

I strive to provide world-class advice and wealth management services to my clients. I am dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs and have a long history of assisting my clients with acquiring, enhancing and protecting their assets.

Investment strategy

My investment strategy utilizes proven fundamental macro-economic analysis and quantitative models to design an individualized plan for each client. I use managers who I believe are consistent and who stay true to their investment objectives. I determine your asset allocation using your specific risk and return profile. I have the knowledge and ability to access a worldwide range of investment products to find just the right fit for each of our client’s specific needs. I use a wide range of investment vehicles including, but not limited to:

• Individual equities (stocks) and fixed-income securities (bonds, CDs, etc.)
• Diversified investments (hedge funds, managed futures, domestic and international mutual funds, and exchange traded funds)
• Retirement plans education savings programs
• Asset protection products (life, disability income, long-term care insurance, etc.)
• Charitable giving products, and trust and estate options
• Securities-based loans (RBC Premier Line of Credit and margin)
• Professional investment managers
• In-depth research on equities, fixed income, and investment managers