The Etergino Group’s investment consulting practice is dedicated to creating and following a prudent investment process for investment fiduciaries and other discliplined investors. This process is based upon the nationally recognized industry standards and best practices, as outlined by The Foundation for Fiduciary Studies (www.fi360.com). Working with your investment committee or Board, we help guide them through this prudent process not only to ensure that their fiduciary obligations are met, but also to remove emotion from the investment process so as to help achieve superior returns. 

 

We are intellectually curious and flexible in our investment approach, which allows us to introduce new strategies and techniques to our clients as new opportunities become available. We continually evaluate the landscape of investment options and proactively make recommendations as to asset allocation and manager selection. Rather than focusing on where returns have been generated in the past, we are always looking ahead to try to identify where the best returns will be generated in the future. As students of the market, we have the intellectual depth and curiosity to discuss esoteric investment topics with any board member or trustee, but more importantly, we are able to communicate in a clear and concise manner to those trustees who may not be as versed in investment subjects. Helping Investment/Finance Committees achieve consensus and improve their effectiveness, particularly during times of market volatility and uncertainty, is a challenge faced by many organizations today. We have enjoyed success in working with committees to bring organization and discipline to the investment process. 

 

Objective Approach for Institutional Clients

RBC Institutional Consulting is unique among its competitors in that we offer independent, comprehensive, customized investment advice for non-profits, akin to what would be expected from a smaller, independent firm, but we are affiliated with the highest-rated bank in North America, and have its abundant resources at our disposal. Unlike many other investment firms, we have no proprietary products or allegiances to money managers, and therefore we have no incentives or restrictions guiding our recommendations. This approach allows us to deliver objective, unbiased, consulting advice. We focus on identifying the “best in class” money managers and implementing an asset allocation strategy that is in the client’s best interest, without inherent conflicts of interest. Our interests are completely aligned with the success of our clients. 

 

Full Service Institutional Consulting

RBC Institutional Consulting provides a full range of institutional consulting services, including:  

- Evaluative Services,

- Investment Policy Development,

- Asset Allocation,

- Investment Manager Search and Evaluation,

- Ongoing Performance Monitoring, and

- Board Education.

All of these services are included in the comprehensive fee-based approach we take to investment consulting. Our fee-only investment advice further aligns are interests with those of our clients, without any real or percieved conflicts of interest.

We find our consulting services are best utilized by individuals, families, and organizations with investible assets exceeding $1 million.