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RBC Wealth Management Investment management for associations Sally Kirkpatrick, AWM Senior Vice President - Financial Advisor President’s Council RBC Wealth Management Tom Miller, CRPC® Investment Associate RBC Wealth Management
Professional advice Our team provides a comprehensive approach to managing your assets. This process includes the below steps and is a service of our practice. Review investment policy statement (if none, we will assist to formulate one). Review association capital needs. Make recommendations to achieve short and long term financial objectives. Monitor the strategy and evaluate potential opportunities in the market.
Convenience RBC Wealth Management will help simplify your administrative needs. All investments held at RBC Wealth Management. One “signature card”. Monthly/quarterly statements. One 1099 end of year reporting. Custom RBC Wealth Management investment reports. Online access. Checking and ACH functions available.
Collaboration We believe by working together, our clients experience a higher level of understanding and allows us to uphold our commitment to providing excellent service. Work with CEO,CFO, finance committee and/or board. Team approach providing tailored services. Communication of market information, investment opportunities and other RBC Wealth Management resources. Assist in preparing information for audits, annual conferences or other review situations.
Experience Our practice focuses on individuals, corporate and non-profit clients. We have been working with trade associations for over 15 years. Currently work with many trade associations. Specialize in operating, reserve and pension fund management. 20 years professionally advising clients. Team accreditations: -Accredited Investment Fiduciary (AIF) Sally Kirkpatrick -Accredited Wealth Manager (AWM) Sally Kirkpatrick -Chartered Retirement Planning Counselor (CRPC®) Tom Miller
Contact information Sally Kirkpatrick, AWM Senior Vice President - Financial Advisor President’s Council, RBC Wealth Management 301-907-2758 or 866-287-0259 (toll free) email@example.com Tom Miller, CRPC ® Investment Associate RBC Wealth Management 301-907-2759 or 800-368-3880 (toll free) firstname.lastname@example.org@rbc.com RBC Wealth Management 5425 Wisconsin Ave. Suite 301 Chevy Chase MD
Disclosures This information is not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be construed as advice designed to meet the particular investment needs of any investor. The information contained in these pages is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned here, and no offers or sales will be made in jurisdictions in which the offer and sale of these securities, products and services is not qualified or otherwise exempt from regulation. The opinions expressed in the enclosed report are those of the author and are not necessarily the same as those of RBC Wealth Management or its research department. RBC Wealth Management did not assist in the preparation of the material and makes no guarantee as to its accuracy or the reliability of the sources used for its preparation.
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