Until recently, only the pension funds and the biggest individual investors could afford to hire their own portfolio managers. But not any more.

Now, with Resource II, you can bring personalized, professional portfolio management to many of your clients.

Here's how it works: From a list of approved, independent investment managers provided by RBC Dain Correspondent Services, you will recommend a manager whose investment style fits with your client's objectives. Every Resource II investment manager has passed a highly selective due diligence screening process. All managers have strong track records in performance, integrity and client service.

Of course, you'll stay involved every step of the way, ascertaining your client's goals and investment preferences, tracking and evaluating portfolio performance, discussing strategy adjustments, etc.

Resource II offers other key benefits to your clients:

One fixed fee — Clients who choose Resource II pay a single pre-arranged, all-inclusive fee, based on the asset value of their portfolio. No matter how many trades a portfolio manager makes, the fee will not change.

Low account minimums — Clients can participate in Resource II with just a $100,000 account balance.

Performance and progress reports — Your Resource II clients will receive timely transaction confirmations, quarterly performance evaluations, monthly activity summary statements and an annual tax summary.

RBC Dain CS correspondents have many clients who benefit from customized portfolio management and use Resource II. It's a great tool for serious investors.

RBC Dain CS helps you tell your clients about Resource II with private-labeled brochures and other business building materials. Contact Us to request our Products brochure.