Investment Advisory Programs* are provided through an integrated platform backed by leading research and technology with four distinct advisory programs, supported by Royal Alliance's professional team of internal and external consultants.
Genesis Model Portfolios offer our advisors the ability to focus on interaction with you rather than due diligence and model maintenance with over 120 turnkey model portfolios allocations and institutional money management with minimums starting at just $5,500.
Separately Managed Accounts provide individual investors access to high-quality investment managers, many that were only exclusive to large institutional investors. Account minimums start at $100,000.
Unified Managed Accounts offers flexibility for our advisors to build customized portfolio models with a variety of investment products: Separately Manage Accounts, Model Portfolios, Mutual Funds, and ETFs, in a single, fully diversified portfolio. Account minimums start at $50,000.
Advisor Managed Portfolios puts portfolio management in your Advisor's hands with more than 8,000 Mutual Funds, ETFs, Stocks, Fixed Income, and Select Fee-Based Variable Annuities. Account minimum of $50,000.
When you hear the term financial plan, do you automatically think “complicated”? A financial plan may seem daunting, but we are here to tell you that with a trusted financial professional in your corner, a plan can provide the confidence and clarity you need to tackle life’s unexpected events
A financial plan, in conjunction with a financial professional, provides clarity and confidence to be able to make informed financial decisions today and in the future. Your financial professional can provide tailored options for you to pursue your goals.
If you are planning for retirement, we can help you evaluate all of your existing retirement plans: pensions, 401(k)s, IRAs and annuities.
We can also assess the tax consequences of your IRA Rollover and assist in implementing your decision.
With appropriate asset allocation, we can help develop an investment strategy that balances potential risk and return by diversifying* your assets across several investment categories. We’ll take into account your risk tolerance, liquidity needs, as well as your short and long-term goals.
Offering traditional brokerage accounts, investment advisory services, and fee based asset management; we have an investment platform suited specifically to address your investment objectives.
We can help you choose savings and investment vehicles, including 529 plans, to develop the most appropriate plan available for financing and education.
Wealth, Estate, Investment Management
President & CEO
Carl Grund, BFA™, CFP®, AIF®, CPWA®, AEP®