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Approach to cash management
The Galli Investment Team
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About our team
Approach to cash management
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rbcwealthmanagement.com
Sign in
Important information
Home
About
About our team
Approach to cash management
Wealth management approach
Resources & insights
Market commentary
Insights
Offerings
Individual clients
Corporate clients
Contact
Approach to cash management
Understanding your financial objectives, tax considerations and cash flow needs
Creating a new Investment Policy or working with your existing Investment Policy
Building a model portfolio based on the agreed upon Investment Policy
Buying securities using the open architecture of the RBC platform
Providing reporting that is tailored to meet the distinct needs of our clients
Rebalancing the portfolio as needs and objectives evolve
<p>Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.</p>
<p>Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.</p>
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