A holistic investment approach

We combine our collective experience, knowledge and energy to provide proactive advice, consultative service and customized asset and wealth management solutions.

Step 1

Organizational Assessment:

Our process begins with getting to know you and the mission of your organization as thoroughly as possible, including a review of your investment objective, time horizon and the development of a risk profile. We analyze in detail your spending policies, asset/liability needs, liquidity requirements, fund surpluses and reserves.

Step 3

Asset allocation analysis and strategy:

Using a proprietary investment objective questionnaire, and drawing on the insight of RBC’s Global Investment Committee, we work with you to develop a strategic and tactical asset allocation policy, given your risk tolerance level and organizational values. The policy includes a recommended long-term asset mix, as well as maximum and minimum guidelines for various asset classes and sectors. In an effort to meet your pay out and distribution commitment, we will implement model and custom portfolios with different risk/return scenarios and market conditions.