The Lambert Dickson Stark & Harmsen Group is an Institutional Consulting Group within RBC that specializes in providing independent consulting services for investment fiduciaries such as non-profit organizations and employee sponsored retirement plans in addition to comprehensive Wealth Management Services to individuals. To help ensure the highest level of service, we work collaboratively to help clients with the following:
- help determine investment objectives and risk parameters
- help develop an investment policy statement
- determine an appropriate tactical and strategic asset allocation
- recommend investment vehicles, including the hiring and firing of investment managers
- monitor investment manager performance and we have the ability to have RBC Wealth Management provide custody.
It is important to note that we do not use proprietary investment vehicles, nor do we manage investments directly. Rather, we act as objective consultants that advise you on your overall investment program. We take pride in aligning ourselves with our clients and we receive no additional revenue from any of the investment managers we recommend.