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If you are an investor with $100,000 to invest and want to save time, get better value for the fees you pay and have your investment portfolio managed by a company you can trust, then RBC Managed Portfolios may be right for you.
As your investments grow, effectively managing your own portfolio can become a challenge. With the RBC Managed Portfolios program, RBC Asset Management does the work for you - helping to ensure your investment plan stays on track.
How it works
The RBC Managed Portfolios program includes five key steps, tailored
to your unique situation, to help you reach your investment goals, including:
- Assessing your financial needs, lifestyle, investing preferences, investment time horizon and risk tolerance.
- Determining the investment profile that suits your investment requirements.
- Implementing your strategy by investing in RBC Private Pools.
- Managing and monitoring your portfolio with the guidance of the RBC Investment Strategy Committee to ensure proper diversification and rebalancing.
- Communicating the progress of your portfolio, including an annual face-to-face meeting with an RBC financial planner.
Benefits
- Save time by having the expert team at RBC Asset Management select the appropriate investments for your profile,
monitor the markets, diversify your portfolio effectively and rebalance your portfolio when necessary.
- Realize value with a tiered fee structure that decreases your percentage fee as your total household investments in
the program grow.
- Implementing your strategy by investing in RBC Private Pools.
- Trust the proven expertise of RBC Asset Management to manage your investments.
Types
Once your objectives are clearly defined, your RBC financial planner will recommend an
RBC Managed Portfolios investment profile that is aligned to your needs.
For more details on this program, please review:
To learn how you can invest in the RBC Managed Portfolios program contact an RBC financial planner.
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