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Institutional Consulting Services

Local Service and Global Resources

RBC Wealth Management provides consulting services through an advisory relationship to large public and private retirement plans, which may include 401(k) and 403(b) plans, pension plans and Taft-Hartley plans, as well as hospitals, foundations and endowments.

Our process is driven solely by your particular needs and is designed to assist your organization in fulfilling its fiduciary obligations. Local services include:

  • Investment policy review and development
  • Investment selection and monitoring
  • Benchmarking and fee analysis
  • Asset allocation studies
  • Portfolio construction
  • Ongoing performance monitoring
  • Custodial services

In addition, for retirement plans, we provide all of these services, plus, plan design, provider searches, employee education and employee communication.

RBC Wealth Management has offices in major metropolitan areas across the United States and Canada and operates in over 20 countries outside of North America. Global resources include:

  • International trading and research
  • International custody
  • International trusts

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Contact a branch director today for an introduction to an experienced financial advisor who specializes in serving institutional clients.

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An objective approach for fiduciaries

Our primary mission is to assist our institutional clients in meeting their financial objectives and fiduciary obligations.

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