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Investment Management

"We value your hard-earned money. Let us help you manage it efficiently."

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.

The Royal Fidelity team prides itself on offering clients a range of investment strategies derived from in-depth research as well as on-the-ground experience and knowledge. Our local and global research capabilities provide an opportunity for our clients to maximize investment opportunities in securities that offer superior financial performance in the short, medium and long term.

Four Steps Of “Investment Management Account” (IMA)

1- Establish your investment goals and determine your objectives. 2 - Fund the account and implement investment strategy. 3 - Expect ongoing professional management and monitoring...

Frequently Asked IMA Questions

Who manages my portfolio? Now that my funds are being professionally managed, do I still have control over my assets? How are the fees for the account calculated and paid? and more...

Global Invest

Royal Fidelity simplifies investing abroad with Global Invest, an investment management service that broadens clients’ investment options to overseas markets.

Contact

David Slatter

Assistant Vice President, Investments

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

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (242) 603-6000

Request A Free Consultation For Investment Management

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  • Arawak Port Development Ltd APD  + 17.43
  • Bahamas First Holding Limited BFH  + 1.79
  • Bahamas Property Fund BPF  + 6.00
  • Bahamas Waste BWL  + 6.75
  • Bank of Bahamas BOB  + 1.67
  • Benchmark BBL  + 1.62
  • Cable Bahamas CAB  + 2.76
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  • Colina Holdings Ltd. CHL  + 6.16
  • Commonwealth Bank Ltd. CBL  + 3.83
  • Commonwealth Brewery CBB  + 5.32
  • Consolidated Water BDR CWCB  + 2.51
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  • Emera EMAB  + 9.73
  • Famguard FAM  + 8.44
  • Fidelity Bank FBB  + 14.50
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.97
  • FirstCaribbean CIB  + 11.26
  • Focol FCL  + 3.80
  • Focol Class B Perpetual Preference FCLB  + 0.90
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  • RF International Alternative Strategies Fund MF  + 10.23
  • RF International Equities Sub Fund MF  + 11.27
  • RF International High Yield Fund MF  + 12.71
  • Secure Balanced Fund MF  + 8.30
  • Targeted Equity Fund MF  + 9.90

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