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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:
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Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of your current assets and liabilities, determining your tolerance for risk and investment time horizon, and identifying your current and long-term goals, including retirement.
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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, onlly mutual funds, exchange traded funds, and closed end funds will be utilized.
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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.
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