Turnbuckle Investment Group

Let us help you grow more than wealth

Why Turnbuckle?

A Turnbuckle is a small but essential piece of equipment, often found on sailing and fishing boats, that is often overlooked and assumed to be properly functioning. In sailing, the failure of a turnbuckle would quite literally cause everything to come crashing down and an improperly adjusted turnbuckle could lead to damage or underperformance of equipment and loss of efficiency. We liken this to an investment portfolio; if left unchecked it will become susceptible to underperformance and needs to be regularly examined to assure proper functionality.

Value statement

Our clients are families, business owners, estates, trusts and centers of influence in the communities in which we live and play. We take pride in offering a high level of service and seek to manage each client’s unique financial situation through meaningful discussion and the use of all available intellectual capital at RBC Wealth Management.

Investment Philosophy

We understand the unique needs of many clients and while in many cases are able and willing to find one off solutions for those needs, we strive to employ a model-based investment strategy which allows us more time to focus on the long term planning and wealth management needs of our clients. Our investment philosophy seeks to utilize high quality and well researched investments that are assembled according to a diversified asset allocation that is developed by using in-house capital markets research, externally generated intellectual capital and the input from the Turnbuckle Investment committee. The investment committee meets monthly to discuss any material changes to the asset allocation assumptions that we have made, as well as to look at individual investments for recommendations on whether to Sell, Hold or Buy. It is our intention to create a watch list for any investment that is subject to pressure and to revisit that investment as soon as necessary, while maintaining a bias towards a “buy and hold” discipline wherever possible. It is also our intention to rebalance all model portfolios no less than annually but not so often as to produce unnecessary activity or taxable events. Overall, we believe that market timing is a fool’s game and that we must adhere to creating strong portfolios that mirror our client’s individual time horizons, total return and income needs. While market conditions might prompt more drastic measures, our goal is to stick to our knitting and focus on building a portfolio that pays close attention to downside risk, enabling us to ride out times of short term volatility.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Global Insight Monthly

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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.