Business Details
50+ Years
experience
Your Trusted Partner for Banking Solutions
Since 1954, we have dedicated ourselves to delivering personalized banking solutions tailored to the unique needs of our clients. Our approach combines deep industry expertise with a commitment to understanding each client's financial goals, offering services ranging from personal banking to specialized wealth management. With a legacy of innovation and client-centric service, we provide FDIC-insured products and investment advisory services through our subsidiaries. Our team of experienced professionals works closely with individuals, businesses, and private equity clients to develop strategic financial plans. Through our parent company Royal Bank of Canada, we offer expanded resources while maintaining local decision-making authority.We focus on building long-term relationships by aligning our clients' business and personal financial objectives. Our services include customized lending solutions, portfolio management, and specialized financing for various industries. We maintain physical locations across major metropolitan areas while leveraging technology to enhance client accessibility. Our proprietary research and multi-manager investment approach helps clients navigate complex financial landscapes. We emphasize tax-efficient strategies and risk management through our three-level process while maintaining transparency in all our operations.
Services
Personal Checking
Business Loans
Wealth Planning
Equipment Financing
Foreign Currency Accounts
Portfolio Management
SBA Lending
Private Banking
Treasury Management
Details
- Year established: 1954
Highlights and features
- We offer personalized banking relationships with dedicated relationship managers
- Our industry-specific expertise serves clients in entertainment, technology, and healthcare
- We provide FDIC-insured deposit products and SEC-registered investment advisory services
- Our multi-manager investment approach offers diversified portfolio strategies
- We combine local decision-making with global resources through RBC affiliation
Associations and certifications
- FDIC
Services
Wealth Management
Our wealth management services combine personalized financial planning with sophisticated investment strategies. We work closely with clients to develop customized plans addressing both immediate needs and long-term objectives. Our team of experts provides ongoing portfolio management while maintaining tax-efficient strategies.
Business Banking
Business banking solutions include specialized lending products and cash management services tailored to corporate clients. We offer SBA loans, equipment financing, and treasury management solutions designed to support business growth and operational efficiency across multiple industries.
Private Banking
Private banking services provide high-net-worth individuals with dedicated relationship managers and customized financial solutions. Our services integrate trust planning, estate management, and investment advisory services to address complex financial needs while maintaining personalized service standards.
Portfolio Management
Our portfolio management services utilize a multi-manager approach to create diversified investment strategies. We offer access to various asset classes including equities, fixed income, and alternative investments while implementing tax-efficient strategies and comprehensive risk management processes.
Equipment Financing
Equipment financing solutions help businesses acquire necessary assets while maintaining cash flow. We offer customized financing terms for various equipment types, with flexible repayment structures designed to match business cash flow patterns and growth objectives.
Questions
What types of personal banking accounts do you offer?
We offer checking, savings, and certificate of deposit accounts with personalized features and competitive rates.
How can business owners access financing options?
Business owners can apply for lines of credit, equipment financing, and SBA loans through our commercial banking division.
Do you provide investment management services?
Yes, we offer portfolio management services with customized investment strategies through our wealth management division.
What private banking benefits are available?
Private banking clients receive dedicated relationship managers, specialized lending options, and comprehensive wealth planning services.
Are my deposits FDIC insured?
Yes, all deposit products are FDIC-insured up to applicable limits.
