When M Stevens Wealth Advisors set out to establish a relationship with a clearing firm, we knew that among the many options, it was critical to find a partner that could potentially elevate the relationships between us, our representatives, and our end clients. We set high expectations and put potential firms to the test. We are pleased to have partnered with RBC Correspondent Services to offer a host of exciting solutions. The size, longevity, expertise, and personal touch that RBC brings to the table fit well with M Stevens Wealth Advisors' goals and culture, creating a partnership that seeks tangible benefits for all.
RBC Correspondent Services is part of a well-known institution distinguished by a long heritage of financial strength. The parent company, Royal Bank of Canada (NYSE:RY) is one of the world’s leading diversified financial services companies.
Layers Of Protection
In today’s rapidly changing financial markets, you want to entrust your investments to a strong partner. M Stevens Wealth Advisors and RBC Capital Markets, LLC (RBC CM), provides the protection you need. We view the safety and security of the assets in your accounts as a priority equal in importance to the work we do helping you build, enjoy and share your wealth.
As one of the largest clearing and execution firms in the world, RBC has simple processes and robust support for clients to buy, sell, and hold equities, mutual funds, ETFs, fixed income products and more.
Research and Marketing Tools
RBC provides access to a broad array of additional tools, such as market research from Thompson-Reuters, TheStreet.com, and others. RBC provides reporting and financial planning tools, advisor dashboards, data files for integration with other software, and a whole team of live professionals you can call directly for knowledgeable and prompt support.
For Investment Advisor Representatives, the tools and resources of RBC extend to a comprehensive suite of fee-based options. From accounts you manage yourself, to hundreds of third-party managers, RBC can help simplify the process for you.
Custody of Alternative Investments
Through our tailored partnership with RBC, clients can in most cases hold their alternatives in both qualified and non-qualified accounts, with very competitive custody fees. This is a significant advantage over most custodians, allowing for even better consolidation of assets and information.
Safeguarding Your Financial Information
Safeguarding the privacy of our clients’ personal, business, and financial information is a responsibility we diligently uphold. As careful stewards of the wealth entrusted to our care, we are equally committed to — and equally rigorous in our approach to online data security.