Personal Investment Management through PortfolioFocus®
I manage accounts through RBC Wealth Management’s® Portfolio Focus program, which is a personalized portfolio management program for which only a select group of RBC Wealth Management’s Financial Advisors qualify. Through the Portfolio Focus program, I can make investment decisions on your behalf, which allows you to simplify your life, by freeing up your time. Consider some of these advantages that I can provide to you through the Portfolio Focus program:
- Expertise — Only a select group of RBC Wealth Management’s Financial Advisors qualify to serve as Portfolio Focus portfolio managers. As a Portfolio Focus manager, I customize portfolios to meet my client’s needs. I also demonstrate personal integrity and provide superior client service and supplement their years of experience with advanced training in portfolio management.
- Personalized Portfolio Management — I will take the time to learn all about you - your financial situation and goals, your investment preferences, your time horizon, and your tolerance for risk.
- Timely Investment Decisions — I will continually evaluate your portfolio to ensure that it is aligned with your goals. If changes need to be made, I will be ready to act on your behalf.
- Accessibility — As a Portfolio Focus client, you will have direct access to me. I will be readily available to address any questions or concerns you may have.
- Comprehensive Reporting — With Portfolio Focus, you will always know exactly where you stand. You will receive monthly statements and transaction confirmations. You will also have access to your account information online through RBC Wealth Management Connect — 24 hours a day, 7 days a week.
- Asset-Based Fee Structure — No commissions are involved in Portfolio Focus transactions. Instead, you pay one quarterly fee, based on your total assets under management. Consequently, my compensation is tied directly to your portfolio’s performance — not to the number of trades.