About Investment Advisory Services
Investment Advisory services are non-discretionary investment services provided by an Investment Advisor who gives you recommendations and guidance, but you retain full decision-making authority over your investments.
This typically includes investment recommendations, market and economic insights, asset allocation guidance, account reviews and performance reporting. Your Investment Advisor will be your primary contact at Research Capital to give you access to the resources you need for research and information, retirement planning, tax-efficient investing, and estate planning considerations.
Working with an Investment Advisor may be best for investors who want guidance but prefer final authority, or individuals with less complex financial situations. It is also a great option for clients with higher risk tolerance who are interested in early-stage, high-risk/high-return opportunities that conservative portfolios tend to avoid.
Unbiased Advice
We offer one of the widest product shelves in the industry. We don't have proprietary products to sell and no sales quotas for our advisors, meaning there is never any pressure to offer one product over another. You will be getting the independent opinion and the best solution you deserve.
Market Intelligence
Our clients have access to our Research Portal that provides valuable data on various segments of the markets and our in-depth analysis of select companies across multiple industries, resulting in more educated and conscious decision making.
Early-Stage Opportunities
Through your RCC Investment Advisor, you will get access to our dedicated Capital Markets team, which means access to venture markets, compelling new IPOs, early-stage deals, and non-brokered private placements - ideal for accredited investors seeking wealth opportunities through growth companies.
Find a Research Capital advisor
Research Capital clients have complete freedom over how they want to engage with their advisors, but every account type will get the personalized experience they deserve.
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