Non-Profit Organizations and Trade Associations

The Kent Team provides investment advisory services and support for small to mid-sized Non-Profits and Trade Associations ($1MM to $20MM). Our services extend to long term reserves, short and intermediate term reserves, endowment and scholarship funds.  We provide strategies and solutions to help boards and executive staff manage their fiduciary responsibilities. We recognize the importance of proactive communications, ongoing performance reporting and interaction with other advisors (CPA's, attorney's, consultants).

Objective Approach for Fiduciaries

Unlike many other investment firms, RBC Wealth Management doesn’t originate or “manufacture” the products an services that we provide to our fiduciary clients. Instead, The Kent Team’s approach is to offer best of class, non-proprietary financial solutions. We believe this approach allows us to deliver objective, unbiased consulting advice. Our institutional consulting process is driven solely by the particular financial requirements of each of our clients and is designed to assist them in meeting fiduciary obligations and financial objectives. Furthermore, our fees are transparent and clearly communicated to our clients.  

Full Service Institutional Consulting Services

RBC Wealth Management provides a full range of consulting services specifically for institutional clients including:

Best Practices for Fiduciaries

The Kent Team is committed to providing ongoing training and education for our fiduciary clients. We conduct regional forums which allow local fiduciaries to meet with subject matter experts and peers to discuss industry developments and share best practices.