Bring your investments into focus with Portfolio Focus
Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities and evaluate all the pros and cons regarding whether to buy, sell or hold.
As your personal portfolio manager, I can help free up your time and simplify your life. Consider all the advantages you’ll gain when you open a Portfolio Focus® account.
Expertise – My qualifications include demonstrating personal integrity, superior client service, knowledge and experience to carefully evaluate the best investment ideas available.
Discretionary portfolio management – I take the time to understand your goals, investment preferences, time horizon, risk tolerance and liquidity needs—so I can create and maintain a portfolio that’s customized to your needs.
Timely investment decisions – I will evaluate your portfolio to ensure that it’s aligned with your goals. If changes need to be made, or if new opportunities present themselves, I will be ready to act quickly on your behalf.
The resources of RBC – As one of the country’s largest full-service securities firms, we offer world-class research and comprehensive wealth management capabilities. Plus, I have access to professionals in estate planning, retirement planning, insurance, college financing, and small-business needs.
Contact me today to learn more about the Portfolio Focus program and how it can benefit you.