Schaefer Present Investment Group

Welcome to our website

As a comprehensive wealth management team, the Schaefer Present Investment Group develops sound strategies that provide a wide range of customized financial solutions. We design each wealth management plan by bringing together sophisticated wealth planning tools with our team's over 100 years investment counsel experience. Our goal is to be our clients most trusted advisor and ultimate resource for their personal, family and business needs.

We invite you to become our client, become our friend and experience how we can make a difference in your financial future.

To learn more about our highly collaborative team read our team brochure. To gain insight into our  process, visit our how we work with you page. And finally, we encourage you to explore the wealth of information found on the market commentary page.

Supporting Our Community

The Staff and Advisors of the Tucson office of RBC Wealth Management have made a generous $33,000 donation to local Tucson nonprofit Youth On Their Own (YOTO) as part of RBC’s Fighting Hunger Month campaign. This donation will help YOTO further their mission of supporting the high school graduation and continued success of youth experiencing homelessness in our community! In addition to their monetary donation, employees of RBC donated nonperishable food, school supplies, and hygiene products for YOTO’s on-site Mini Mall, a space where young people in the YOTO program can come to receive free basic needs items. RBC employees also gave their time to help sort and label Mini Mall items, volunteering a total of 100 hours. 

Congratulations Gustavo Corte on earning the CERTIFIED FINANCIAL PLANNER certification!

CFP certification is the standard of excellence in financial planning. Professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Becoming CFP professional is one of the most difficult and stringent processes in the industry.

Sister Jose Women's Center clothing drive

In conjunction with the RBC Women's Summit, the Tucson office held a clothing & essentials drive benefiting Sister Jose Women's Center, whose mission is to care and nurture homeless women in our community. The donations included clothing, shoes, hygiene items, and a check for $13,100.00.

Global Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standard & Poor's AA- and A / stable⁴
• Fitch Ratings AA² and AA-³ / stable⁴

Additionally, RBC has a reputation of stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families comprehensive strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Our approach to socially responsible investing

Investors have a unique opportunity to influence positive social and environmental change through the financial markets. Our team works with private investors, foundations and organizations who seek comprehensive wealth management strategies that complement their vision for social change. We create value by integrating a comprehensive consulting platform with investment solutions based on environmental, social and governance factors. This approach guides clients through an investment experience that seeks long-term financial returns while promoting sustainable solutions

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Let's take the next step together

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