Families, trusts & foundations

Our commitment to you

We believe there is a right way to do this business by remaining transparent, accountable, and accessible. We do this by building investment portfolios matched to the goals of nonprofit, corporate and family clients. Our straightforward approach makes it easy for clients to see the fees they pay, and assets they own.

System and approach 

  • Our primary objective is helping clients achieve their financial and retirement goals. This starts with a planning meeting where we identify objectives so that we can tailor an appropriate strategy. The mission is to always put clients first.
  • This investment management and wealth planning helps build lasting legacies. Through our process, we can help clients with effective intergenerational wealth transfer plans. RBC Wealth Management shares our team's client-driven mission, and is a respected firm that provides financial strength, research and market access.
  • Our team’s time-tested approach succeeds on a foundation built over five decades in the industry.

Investment management 

  • The Flock Group provides a long-term, total return philosophy. It takes research and attention to detail to find value, and provide high-level investment management. Our analytical process, focused on fundamental analysis, leads to careful investment selection.
  • Diversified portfolios are built with an appropriate mix of long-term growth stocks, value stocks, and dividend stocks selected across sectors, regions and company sizes. Asset allocation is balanced with exposure to different categories and terms of fixed income investments.
  • These portfolios are tailored for specific client goals. Our individual clients benefit by directly working with an investment manager. Our institutional clients benefit from investment management designed for the demands of intergenerational assets.