Meet the team

Learn more about the Schneebeck Hyams Investment Group

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Investment Philosophy

Our goal is to provide the most timely investment advice once we feel confident that we have a deep understanding of your current situation, your family dynamics, your future goals and how you feel about risk.

We utilize a core plus satellite investment philosophy that combines active investment management, broad diversification, contrarian investment principals and proactive tax strategies to manage portfolios.

Our core portfolios are primarily composed of longer term oriented investments based on modern portfolio theory emphasizing investments that provide cash flow from dividends, interest and distributions to help assure absolute returns in all market conditions.

Our satellite portfolios are built using securities and money managers that we believe have above average appreciation and/or income potential due to existing economic, geopolitical or demographic conditions. We identify these situations using research provided by RBC Wealth Management, independent third parties and our expertise.

We implement investment portfolios using a combination of brokerage and advisory accounts investing in individual securities and with professional money managers to provide the value and flexibility necessary for highly customized portfolios.

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.

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Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

Latest Insights

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More income ahead for fixed income markets?

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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30 minutes or Less: 2021 Outlook

Feb 03, 2021 12:00 PM - 12:30 PM Mountain Standard Time
WebEx Denver, CO , 80202

Guest speaker: Alan Robinson Global Portfolio Analyst, RBC Wealth Management

Alan is a 25+ year veteran of the financial markets and previously worked in London and Hong Kong, where he traded currency and credit derivatives. He joined RBC Wealth Management in 2006 and now guides investments for the firm’s tactical, income and ADR portfolios. Alan speaks on a wide range of global issues, including international investing, currencies and broad market commentary. He has a Bachelor of Science degree in physics from Imperial College, London, and an MBA from the University of Washington.

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