The RF Investment Management Account (IMA) was designed to enable the discerning investor to build a diversified portfolio, tailored to their specific investment objectives and risk tolerances. This IMA combines sound investment advice, personalized service, and expert management.

• Four steps of “Investment Management Account” (IMA)
• Frequently Asked IMA Questions
• Global Invest
• Downloads

As a leader in Caribbean investment banking and corporate advisory, RF offers a variety of services to assist governments and private companies.

• Equity and Debt Financing
• Business Valuation
• Public Offerings and Private Placements
• Transaction Structuring
• Mergers & Acquisitions
• Privatizations
• Alternative Sources of Financing
• Tombstones
• Downloads

We provide retirement advisory services with a customized personal pension plan for those who want to supplement their current pension plan or do not have a company-sponsored pension plan or an individual retirement account.

• Group Pension Plans
• Stand Alone Pension Plans
• Fund Reports
• Pension Calculator
• Downloads

RF’s pension experts designed this account for new and existing retirees with lump sums of $100,000 or more wanting to safeguard or grow their money. The Account is a flexible term investment product, providing an attractive alternative to an annuity; however, it may not be suitable for all investors.

• RF Personal Retirement Account – How does it work?
• What is the difference between the Personal Retirement Account and an Annuity?
• Keeping track of your retirement account
• Is A Personal Retirement Account Account Right For You?

With our brokerage accounts, you gain access to a wide range of investment services and opportunities together with the benefit of the advice of RF’s professional and objective financial advice.

Our Brokerage Team also provides:

• Margin Loans
• Capital Markets Review for the weekly wrap
• Videos
• Daily Market Update
• Downloads

Advisors and Trust Officers assist clients in optimizing estate planning and asset protection strategies. We want to ensure that you are provided with a secure and effective solution for the safe and seamless distribution of assets, whether before or after death.

• Trusts
• Estate Planning
• Executorship Services
• Trustee Services
• Investment Management
• Things To Think About
• Downloads

As soon as your child is born, you begin imagining what his or her future will hold.
You await the first word, watch for the first step, and try to envision what they will grow up to be. Whatever that is, it’s likely to require a college degree. So as your child takes the first steps toward the future, it’s important that you take the first steps toward seeing that a college education will be a part of it.

• What Makes The RF EIA Different?
• Investment Options
• Frequently Asked Questions
• Downloads

Visit this page regularly to see our current private and public offerings.

• Public Offerings
• Private Offerings
• Downloads