Core values

Our business is defined by our core values.
  • Integrity — Above all else is integrity. We help avoid conflicts of interest by:
    • Always placing our clients’ interests first
    • Maintaining complete confidentiality
    • Employing a fee-based pricing structure
  • Perspective and Experience — All client recommendations are made in a real world context. We utilize our fifty plus combined years of experience by:
    • Taking into consideration current economic conditions
    • Trying to anticipate future trends
    • Anticipating worse case scenarios before they happen
  • Adaptability — Successful long-term investing requires adapting to today’s rapidly changing investment environments. We maintain our edge by:
    • Staying abreast of economic, political and social developments
    • Remaining flexible and adjusting strategies when appropriate
  • Service — Our clients expect and deserve exceptional service at all times. We deliver by:
    • Anticipating the needs of our clients
    • Caring about them personally
    • Often exceeding their expectations
  • Value — Our clients should expect to receive more for their money than they can get anywhere else. We deliver exceptional value by:
    • Providing superior advice and service at a fair price
    • Coordinating with our clients’ professional advisors (e.g., lawyers, CPAs)
    • Developing and implementing strategies that help maximize the creation and preservation of intergenerational wealth for clients
Disclosures

Thomas L Coxhead, NMLS # 1833680, and Autumn Farrington, NMLS # 1832211 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.