RBC Trust’s Capital Management Program
Trust Accounts—Personal Investment Accounts—IRAs—Qualified Plans
RBC Trust Dimensions Portfolios—Dimensions Portfolios are based on broadly diversified allocations of low cost institutional class mutual funds. Multiple Dimensions Portfolios are available, ranging from very conservative to very aggressive. The Investment Questionnaire will guide the advisor and the client in the selection of the most appropriate portfolio. Portfolio allocations are monitored by RBC Trust’s Investment Policy Committee and individual portfolios are rebalanced as necessary.
The individual mutual funds within the portfolios are managed by Dimensional Fund Advisors a renowned leader in applying academic strategies to the practical world of investing.
Dimensions Portfolios are available for accounts starting at $200,000. Additional Dimensions Portfolio information can be found at: