Testimonials

Ask our clients why they chose us and you’ll get a variety of answers

Some say our global resources. Some our expertise. And some our broad solutions set. However, they all agree that one of our greatest strengths is our service- and relationship-oriented culture.

We serve over 250 firms from coast to coast. In their own words, read about how we’ve helped six of them be even more successful. And imagine how we can help you achieve the specific goals you have for your own business.

Larry Kohn

RBC Clearing & Custody technology has helped us grow our business beyond my expectations. Their constant updating of technology has allowed us to spend more time focusing on our customers and less time on reporting. A prime example of this would be our ability to generate reports — literally with the push of a button. We are able to create client reports with assets held at RBC Clearing & Custody and assets held away, giving us better control of our client reporting which allows us to capture more assets.

Larry Kohn
President
L.M. Kohn & Company
Cincinnati, Ohio

Robert V. Villaflor

I’ve worked with a number of different clearing firms throughout my career. The biggest differentiator with RBC Clearing & Custody is their people. Their approach is very customized — they take the time to get to know our business and our plans for the future then make the people and resources available to help us achieve our goals. We offer that level of service to our clients and get that same high level of service from RBC. They truly have a culture of partnership.

Robert V. Villaflor
CEO
Sprott Global Resource Investments
Carlsbad, California

Edward Cahill

We’ve been clearing through RBC since 2002. During that time we have really grown together and developed a relationship of mutual trust and respect. On top of that, the small firm feel and accessibility to upper management at RBC means less red tape, less bureaucracy, which allows me to focus on running my business and servicing my clients. I value these aspects of our relationship even more so in today’s evolving market landscape.

Edward Cahill
President
American Capital Partners
Hauppauge, New York

Karin Mueller-Paris

I never have the feeling that they don’t have time for our issues. It is rare that a phone call goes into voicemail during business hours and if it does, the response time is impressive. Despite being a boutique asset manager and not one of the big firms out there, we are always left with the impression that our business counts and we are 'important.

Karin Mueller-Paris
Client Relations
F&V Capital Management, LLC
New York, New York

Daniel Perkins

Our client service managers are so helpful and easy to work with. Having the same person to interface with over time provides continuity and a small firm feel.

Daniel Perkins
Perkins Capital Management, Inc.
Wayzata, Minnesota

Martha Robbins

RBC Clearing & Custody provides a fundamental component to the success of our firm. Bottom-line is that our clients benefit from RBC’s big bank resources and comprehensive offerings, and yet Five Mile River Investment Management and our clients receive the attention and professional services typical of a small bank relationship! Our client service team is experienced, professional and responsive. And because they understand the requirements and regulations of our complex and dynamic marketplace as a Registered Investment Advisor, they are able to provide us, and our clients, with a superior level of service. Five Mile River has a true partner in RBC.

Martha Robbins
President
Five Mile River Investment Management, LLC
Darien, Connecticut