Fiduciary support through institutional consulting services

A proven process for fiduciaries

RBC’s U.S Institutional Consulting Services’ primary mission is to support your organization in meeting your financial objectives and fiduciary obligations. Our financial advisors can help review your plan documents and aid in establishing best fiduciary practices for your plan. We designed our process to assist you in meeting the responsibilities set out in your Investment policy statement, maintaining plan documents and meeting minutes, and establishing a fiduciary audit file. Our advisors mission is to assist in helping you remain in compliance with ERISA and to keep you abreast of any legislative and regulatory changes.

Our process is unique to your plan’s needs and is designed to assist your organization in fulfilling its fiduciary obligations. Services may include:

  • Plan design
  • Benchmarking and fee analysis
  • Provider search and evaluation
  • Investment policy review and development
  • Investment selection and monitoring
  • Employee communications and education
  • Asset allocation studies
  • Portfolio construction

Best Place to Work for LGBT Equality

The Human Rights Campaign 2018


World's 5th Largest Wealth Manager By Assets

Scorpio Partnership's Global Private Banking Benchmark Report 2017


Best Initiative of the Year in Relationship Management (North America)

Global Private Banking Awards 2017 presented by PWM and The Banker


Related articles

figure
Your finances

The re-imagined bucket list: How to finance your dreams

The bucket list re-imagined for a younger crowd: Why you should create a life mission statement and five steps on how to set achievable goals.

Read more
figure
Retirement

DOL Fiduciary rule: Currently effective, but second wave of requirements delayed

What the new administration’s action on the fiduciary rule means for retirement savers and the industry that serves them.

Read more

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

Learn more

Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.