Building portfolios: strong investment philosophy

Portfolio construction and modeling is the cornerstone of a successful wealth plan. Through a broad array of investment strategies across asset classes, we carefully tailor your portfolio to meet your unique goals and priorities, based on your lifestyle, legacy and impact objectives.

Portfolio Construction Illustration

Asset management: rules-based process

Our methodology is practical, and most importantly, risk- and tax-aware. We believe successful investing requires skill, discipline and focus. Our skilled investment professionals offer attractive opportunities to fit your unique situation, investment objectives, and growth and income needs.

 

Pillars of our methodology

Pillars of our methodology

 

Disclosures

Jason Burkett, NMLS # 2093253 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.