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Fee-Based Investment Management

Investment Selection

Professionally Managed Portfolios – The Managed Portfolio Strategies Program

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.

The Advisor Program

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:

  • Personalized investment advice
  • Thousands of investment choices
  • Timely and accurate research
  • Concise monthly statements
  • Regular portfolio reviews
  • Investment access accounts

Resource II

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:

  • Investment manager flexibility
  • Low account minimums
  • Simplified paperwork
  • Comprehensive reporting including monthly statements and quarterly portfolio reviews
  • Full ownership of securities
  • Fee sensitivity with fees based strictly on your assets under management

Rethink Your Strategy for Retirement

Meet with a financial advisor and build a personalized plan tailored specifically for your goals and objectives.
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