Wealth management from every perspective

Point-To-Point Investment Group

Folks here in the Brandywine Valley immediately recognize point-to-point as an annual steeplechase horse event that since 1978 has been held at Winterthur, a former du Pont family estate situated on 979 acres of beautiful rolling hills and gardens.

The very first steeplechase took place in County Cork, Ireland back in 1752, when two neighbors raced some four and a half miles from Buttevant Church to Doneraile Church, jumping stone walls, ditches, and hedges along the way. The entire course went from “steeple to steeple” or point-to-point. By keeping the steeple of Doneraile Church in sight, both riders could see the finishing point ahead.

In a similar sense, there are always challenges to overcome throughout one’s financial life. At RBC Wealth Management in nearby Chadds Ford, we are trained and equipped to help investors traverse financial obstacles along the way. Because life’s more a long journey than a short race, we are positioned to provide concierge service, support, and best-in-class investment solutions day-by-day, from point-to-point, always mindful that finishing well is every client’s overriding aim.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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