Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

30 Minutes or Less...Where Do The Markets Go From Here?

Jun 27, 2019 12:00 PM - 12:30 PM Mountain Daylight Time
RBC Wealth Management Training Room 1801 California Street Suite 3900 Denver, CO

You're invited for a lunch presentation with our special guest, Bob Dickey, Technical Strategist with RBC Wealth Management. Bob oversees and writes the daily Technical Update market commentary found on our team website. Bob is quoted frequently in the financial press and makes numerous public appearances each year. Please join us on Thursday, June 27 at 12:00 noon. The invitation is attached to learn more. We hope to see you there!

Seating is limited, Lunch will be provided.

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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.

Meet the team

Learn more about the Schneebeck Hyams Investment Group

Bulletin Board

Tools of the trade war

RBC Global Asset Management’s chief economist surveys the state of the trade war. He points to the potential escalation in the tech realm as a key front to watch, explaining why the U.S. is targeting China’s high-tech capability. Read the full economic outlook in the latest edition of Global Insight.