· Institutional money manager, who currently manages over $62,000,000 as of December 31, 2007. You can see our Assets Under Management grid at this link www.rbcpa.com/aum.html
· Portfolios which are custom made to our clients future goals and developed to be in sync with our clients own risk tolerance levels.
· We seek to achieve our clients’ investment goals by applying careful analysis, never-ending in-depth research, combined with patience and discipline.
· If you have specific questions regarding your portfolio, we are always available to speak with you, your accountant or your financial adviser.
· We extensively use independent research. We do not sell any financial products. We are purely independent and look solely to help our clients achieve their desired investment goals.
· We have been registered as an investment advisor since 1995.
· We use sophisticated trading tools and have access to extensive investment research. We have a well-staffed back office operation. This ensures proper compliance and client support.
· We correctly identified the market peak of March 2000. We were one of the rare advisors who avoided technology exposure during 1999 and 2000. This avoidance was due to our perception of severe over-valuation.
· Research materials, documented track record, references and/or model portfolios are available upon request.
· Please read our Advisor Profile.
Please call us for a complimentary portfolio analysis.