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The Keller Hillard Haggerty Team is an eight member team managing over ½ of a billion dollars on behalf of foundations, endowments and families in 40 states. Our group of trained and tested investment and financial planning professionals are passionate about helping you maximize the opportunity to achieve your unique financial objectives.
Every day we create, implement, monitor and adjust customized risk-mitigated financial solutions. On an ongoing basis, we reduce your workload by coordinating with your legal and tax advisors to effectively implement our holistic wealth management process. Our group also specializes in benefiting both your family and society through multi-generational education. We work with your children and grandchildren to encourage them to be responsible stewards of inherited wealth. This stewardship focus creates positive multi-generational family legacies that may include partnerships with local and global charitable organizations for everyone’s benefit.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
September 19, 2019
October 20, 2017
Interest Rate Information
Social Security fundamentals