rbcwealthmanagement.com
Sign in
Menu
Our commitment to you
Rock Cut Investment Group
Home
About
About our team
Our commitment to you
Wealth management approach
Working with a CFP®
Offerings
RBC WealthPlan
401(k) plan reviews for employers
Retirement income planning
Corporate and executive services
Advantages of credit
Wealth transfer planning
Fixed income advantage
Portfolio Focus
Market commentary
Insights
RBC Wealth Management Online
Contact
rbcwealthmanagement.com
Sign in
Home
About
About our team
Our commitment to you
Wealth management approach
Working with a CFP®
Offerings
RBC WealthPlan
401(k) plan reviews for employers
Retirement income planning
Corporate and executive services
Advantages of credit
Wealth transfer planning
Fixed income advantage
Portfolio Focus
Market commentary
Insights
RBC Wealth Management Online
Contact
Rock Cut Investment Group
Platinum client service
Service expectations
We will care more about you and your money than anyone who doesn’t share your last name.
We will ask questions in order to understand your goals and objectives.
Help guide you through areas of your financial life you may have not considered.
We can create a customized investment and asset allocation plan for you based upon your risk tolerance, goals and current portfolio. We look at all of your investments whether held at RBC or outside of RBC. We use Morningstar to analyze and breakdown your investment portfolio.
Prepare an asset allocation and investment strategy with a goal of obtaining the best rate of return for a given level of risk tolerance. We will implement this strategy.
Help you prioritize your goals.
Communication can occur on a pre-determined schedule
Account meetings: market overview, goals review, portfolio updates, performance and capital gains review
Communication will be coordinated with your accountant, attorney and insurance agent to discuss tax information, trust/estate planning and foundation information
We can perform a life insurance and annuity review periodically
Each year, with your authorization, we offer to send all of your tax documents directly to your CPA.
Monitor investments and fees by conducting regular due diligence
Monthly emails with personal commentary from our team and outside experts
Develop a debt reduction strategy
Articles of interest are added to our website on a regular basis
Clients will receive periodic announcements and invitations to exclusive client events
Upon request, we will provide client with referrals to other trusted professionals within our network
Clients will have access to a customized Personal Website enabling you to access all your financial data with an ongoing goals analysis and the ability to store important documents electronically
Additional account services we will provide:
We will act as fiduciaries for the majority of our clientele.
Monthly/Quarterly statements/ Performance Reports
Access to Investment Team and other specialists
Access to assets via check writing for all Investment Access® Accounts
Electronic funds transfer via Automated Clearing House (ACH)
Access to on-line account information
Access to research and market reports
Provide excellent service at all times