With more than 30 years of combined experience, the Nierling Group has created a unique approach to wealth management. We work with our clients to understand their individual goals, taking into consideration each client’s unique risk tolerance, investment time horizon and cash flow needs. We then create portfolios tailored to meet those goals, using a customized mix of common and preferred stock, bonds and cash alternatives. We believe that owning individual securities, rather than investing in funds, is the best strategy to build and preserve wealth while managing risk and keeping fees to a minimum. Fundamental analysis and a strong understanding of technical trends in markets drive each securities transaction that we execute. We also strive to build strong relationships with our clients through consistent communication, personal service and day-to-day accessibility. This combination of tailored solutions, technical expertise and personal relationships helps our clients meet their investment goals while maintaining peace of mind. We have a long track record of working with high-net-worth individuals, families, and businesses to achieve their financial objectives. It is our mission to deliver customized solutions and services to meet all of our clients’ financial needs.
In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. 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.
October 20, 2017
Creating A Legacy Through Estate Planning: Transferring Wealth
June 1, 2018
February 23, 2021
Global Insight Weekly
November 30, 2017
The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.