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Investment Management

 

Your Strategic Wealth Partner

At RF, we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long term by providing a strategic and customized solution.

Investing your money to earn maximum returns requires a well thought out strategy and, more importantly, it requires knowledge of the investment options available to you. You will have access to professional financial consultants and Investment Managers who can help you identify an investment strategy for your individual goals and help you choose from a range of investment products locally and overseas.

We are focused on building long-term relationships with our clients. We are committed to building practical solutions to help you manage, grow, and protect your wealth, now and for future generations. We strive to be your trusted adviser.

Our services include, but are not limited to:

  • Expert money management

  • Management of investment portfolios

  • Monthly portfolio valuations

  • Market analysis

  • Informative reporting

  • Competitive fees

Ready to get started? Contact us today!

Trusts & Trustee Services
Trusts & Trustee Services

A plan to safeguard your loved one’s financial future – as well as your own.

Estate Planning
Estate Planning

Ensure your assets are managed and transferred according to your wishes.

Executor Services
Executor Services

Get the peace of mind that comes with knowing your legacy is protected.

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

Request A Free Consultation For Investment Management

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