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Disclosure

A Process For Managing Your Wealth
A Disciplined Approach To Guide Your Way

As a Royale client, you will be guided through a disciplined discovery and planning process which includes:

  • Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of your current assets and liabilities, and identify your current and long-term goals, including retirement.

  • A Personal Roadmap: We develop your financial plan by integrating your current resources, commitment, and time horizon to develop an overall long-term investment strategy. A risk management  program to deal with the uncertainties of life that may derail your long term plans will be included.  

  • A Diversified Equity Portfolio: Your portfolio will be designed using both in-house and external research and will invest only in the great companies of America and the world. To minimize specific risk, only mutual funds, exchange traded funds, and closed end funds will be utilized. Your portfolio will be designed, implemented, and managed to obtain lifetime returns that meet your goals.


 
3380 La Sierra Ave, Suite 104, PMB 190
Riverside, CA  92503-5225
Phone 847-241-8455   Fax 951-602-6153

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Safety and Security

Royale Investment Advisor LLC is a member of the Better Business Bureau.

As a client of Royale, you are entitled to have complete confidence in the custodian of your assets. Royale client accounts are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 with cash claims limited to $100,000. SIPC coverage protects your assets in the unlikely event the custodian should fail to meet it's obligations.

Securities in accounts are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims to $100,000). For details, please see www.sipc.org. In addition, the custodian has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Of course, neither coverage protects against a decline in the market value of securities.


©2014 Royale Investment Advisor LLC. All rights reserved.