· Institutional money manager, who currently manages $38,500,000 as of December 31, 2010. You can see our Assets Under Management grid at this link www.rbcpa.com/aum.html
· Portfolios which are custom made to our clients future goals and developed to be in sync with our clients own risk tolerance levels.
· We seek to achieve our clients’ investment goals by applying careful analysis, never-ending in-depth research, combined with patience and discipline.
· If you have specific questions regarding your portfolio, we are always available to speak with you, your accountant or your financial adviser.
· We extensively use independent research. We do not sell any financial products. We are purely independent and look solely to help our clients achieve their desired investment goals.
· We have been registered as an investment advisor since 1995.
· We use sophisticated trading tools and have access to extensive investment research. We have a well-staffed back office operation. This ensures proper compliance and client support.
· Research materials, documented track record, references and/or model portfolios are available upon request.
· Please read our Advisor Profile.
Please call us for a complimentary portfolio analysis.