To help you and your advisor determine appropriate investment strategies, RBC Wealth Management features multiple teams of analysts, strategists and professionals across asset classes who conduct extensive research to identify solutions that align with your financial goals.

Portfolio Advisory Group

The Portfolio Advisory Group (PAG) helps advisors and clients achieve their investment objectives. And with a client-first philosophy, PAG provides a personalized approach to investing. The group offers integrated analysis of companies, sectors, financial markets and economies, optimizing advisors’ decision-making.

PAG comprises four top-caliber teams that run the gamut of the investment process:

  • U.S. Equities: The equities team drives compelling, actionable thought leadership every day on equity strategy. It also provides discretionary model portfolio management, constructing and managing the suite of Guided Portfolios, RBC Wealth Management’s proprietary individual stock portfolios.
  • U.S. Fixed Income Strategies: Fixed Income Strategies provides fixed income solutions and strategies, including taxable and tax-exempt fixed income portfolio analysis, as well as advice on Fed policies and interest rates.
  • Managed Portfolio Strategies: Managed Portfolio Strategies acts as the primary advisory support for managed solutions (exchange-traded funds, mutual funds, managed accounts, multi-asset solutions and model portfolios), offering support related to portfolio reviews, investment strategy, product selection and portfolio construction.
  • Multi-Asset Portfolios: Multi-Asset Portfolios aggregates equity and fixed income solutions in order to provide an array of global, multi-asset strategies, and articulates short- and long-term viewpoints on asset classes. The team leverages the intellectual capital of the other PAG teams to create a broad allocation perspective.

PAG’s forward-thinking thought leadership on what’s moving markets is exemplified by its flagship Global Insight publications—collaborative efforts from on-the-ground specialists across the globe covering asset allocation, investment themes, economic developments, geopolitics, currencies and commodities.

One of PAG’s distinguishing features is its technical analysis, delivered by a strategist with more than 30 years of industry experience who analyzes share price trends and patterns to pinpoint turning points and shifts in market leadership.

Global Manager Research

Global Manager Research specializes in providing high-quality manager research and due diligence on investment strategies such as mutual funds, managed accounts, UCITS and private alternative investments.

RBC Capital Markets Global Research

RBC Capital Markets Research leverages significant macro, industry and company level expertise to provide global proprietary insights across stocks, sectors and asset classes. It also produces timely reports and relevant content on economic trends, financial markets and industry and company developments.

We love what we do and are passionate about working with and supporting our financial advisors by always striving to exceed their expectations and needs. Our expertise is the financial advisors’ advantage—cutting through the noise with dynamic thought leadership.

Janet Engels

Head, Portfolio Advisory Group
RBC Wealth Management–U.S.

Discover how RBC Wealth Management can help you make informed investment decisions.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.