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 our greatest strength is our service- and relationship-oriented culture.

We serve over 200 firms from coast to coast. In their own words, read about how we’ve helped four of them be even more successful. And imagine how we can help you achieve the specific goals you have for your own business.

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 FVCM 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

Debbi Frenzel

In 2012 we were forced to make a change in the clearing firm we had been using since 1984. It was a tough process for us. We chose RBC because we felt they were equipped to handle some of the special nuances of our business. The conversion team did a great job getting us through a difficult process. They were proactive and available at all times. Our current client service team has been exceptional. Not only are they very responsive with day to day issues, but have been creative in helping us solve complex problems and out-of-the-ordinary requests.

Debbi Frenzel
Principal/Operations
Cedar Hill Associates, LLC
Rosemont, Illinois

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 Advisor Services 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