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