We provide fee-based asset management services through the Managed Portfolio Strategies (MPS) program. The MPS program provides clients with access to customized portfolios tailored to meet the needs of individuals relative to their overall Bucket Strategies. The MPS program provides the flexibility to select separate account managers and invest separately in equities, mutual funds, exchange-traded funds, closed-end funds, bonds, cash equivalents, and other instruments. Our wealth managers may also create custom portfolios from a variety of mutual funds and exchange-traded funds. The MPS program also provides for Overlay Portfolio Management to coordinate trades among multiple investment managers within a client’s account and screen for wash sale violations or tax-loss harvesting opportunities across managers.
Investing can be a time-consuming and complicated process. But it doesn’t have to be. With Advisor from RBC Capital Markets, LLC/RBC Correspondent Services, you will have access to a wide variety of investments and the professional advice and support of your financial advisor all for a single fee (based on the value of your account). Advisor is your one-stop source for the following:
Resource II is an investment management program from RBC Capital Markets, LLC/RBC Correspondent Services. It combines professional investment managers with your financial advisor to create and maintain an investment portfolio that’s tailored specifically to your needs, your goals, and your tolerance for risk.
Resource II is a powerful, affordable, flexible service that can help you meet your investment needs. Features of the program include the following: