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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. |
