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Retirement
Resources also serves individual "private" clients, who have
wealth accumulation, wealth preservation, income, charitable and other goals.
We offer a variety of investment options, including RR-MAP, a
managed account program designed to meet a range of investment objectives, from
conservative growth up to aggressive growth with several intermediate points.
For our private
clients, the assets are held either by mutual fund companies or by our
Clearing Firm, RBC Correspondent Services. This affords our clients
the dual benefits of our seasoned, independent judgment and the logistical
benefits of a global, full-service investment firm. RBC
is owned by the Royal Bank of Canada. We contract with RBC to
provide our clients with the full spectrum of financial services,
including checkwriting and Internet account access. RBC handles
all of our cashiering and other back office functions and generates the
account statements. In addition to
SIPC coverage, RBC carries excess account protection in the aggregate
amount of $400 million, which covers losses other than fluctuations in
investment value.
For additional information, please contact Jim Phillips or Patrick
McGinn: by phone (800) 846-3276; or by e-mail
jim@retirement-resources.com
or
patrick@retirement-resources.com. |
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