WHY AN RF IMA?
With over 20 years guiding clients to make the best decisions to create and grow wealth, our expert investment management advisors have the experience and knowledge to create a portfolio tailored to your specific investment objectives and risk tolerance.
A minimum opening balance of $500,000 is required.
Dedicated management
By choosing our Investment Management Account, clients benefit from our advisors’ years of experience. They help evaluate and select the best investments for your goals.
Expert advice
Our advisors have spent their careers doing the research needed to provide sound investment guidance. They immerse themselves in market news to offer clients the best advice.
Diversified investing
By investing money across a range of asset classes, the IMA aims to manage risk and thus reduce exposure. Asset allocation and diversification do not guarantee profit or protect against loss.
Personalized service
Your dedicated investment advisor combines their investment expertise with a deep knowledge of your personal profile in order to create a tailored portfolio that matches your preferences and values.
Find out how an IMA can boost your investing to the next level
When you are ready to take your investments to the next level, our Investment Management Account is the ideal way to access expert advice and get a dedicated advisor on your team. Your advisor gets to know you and your preferred investment style and approach. We work with you to understand your interests, and we’re always available for questions.
Establish your investment goals and objectives
Your RF advisor discusses your financial situation, risk tolerance and time horizon, then develops an Investment Policy Statement (IPS) tailored to you. A minimum $500,000 balance is required.
Enjoy dedicated portfolio monitoring by investment professionals
RF Investment professionals, led by your investment manager, monitor your portfolio and keep you informed. They are on call for questions, and transactions are governed by your IPS.
Receive regular account updates and reviews
Your investment manager is available anytime to discuss your portfolio performance, and reaches out proactively.
Our expert advisors tailor your portfolio and monitor its progress
Discerning investors know the value of advice. Our expert guides build and manage your portfolio your way, to create the best informed, diversified investments based on your goals.
Discover our other services
Can link to other pages here if you want or could leave out this section – let me know what pages would be appropriate
Global Investments
Learn more about RF Bank & Trust global investment services, connecting our clients with a world of opportunities including offerings from world-leading investment management firms with a range of fund management styles.
Mutual Funds
Make your money work harder for you with mutual funds from RF Bank & Trust. Learn more about the different options designed to suit every client’s financial goals and risk tolerance.
Want to know more?
Here are some answers to our most frequently asked questions – let me know which ones you’d like to add or we can also leave out this section
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Related resources
Browse our library of reports or find a form related to setting up your investment management account. Your advisor will be happy to point you in the right direction.
Insights about Investment Management
RF Brings Relief with Hurricane Hygiene Kit Donation to DRM Authority
1 week agoRF Bank & Trust (Bahamas) Limited (RF), as part of its annual community impact campaign, has announced a generous donation of 1,650 hurricane hygiene kits to the DRM Authority. The kits include essential toiletries and other personal care items to support sanitation and recovery efforts for Bahamians who need to seek shelter.
RF Strengthens Regional Leadership with Eight Executive Appointments — Seven of Them Women
2 weeks agoIn one of its largest promotional exercises to date, RF Group (RF) has announced eight executive-level appointments across its regional network. The promotions come as RF, a leading investment bank and wealth manager, continues to strengthen service delivery, enhance in-house expertise, and expand its footprint across the Caribbean.
