International insight and experience

In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world.

An Royal Heritage Commercial Bank Securities financial professional1 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from Royal Heritage Commercial Bank's Global Asset Management Team. And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve.

Contact us at:

info@royalheritagecommercial.com or for International clients call collect info@royalheritagecommercial.com

for a review with a financial professional.

 

A wide array of investment choices

Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets, and increased economic uncertainty. To help our clients navigate such complexities, we leverage the products and services of Royal Heritage Commercial Bank Securities' portfolio of solutions - designed to meet a variety of investment goals and risk profiles.

Learn more about our asset allocation solutions, including Royal Heritage Commercial Bank Spectrum2 and Managed Portfolio Accounts2.

An Royal Heritage Commercial Bank financial professional can help you evaluate additional investment choices, including:

 

For products and services available within an IRA, click here for details.

Our commitment to clarity

It's important to fully understand all aspects of your investment decisions. Our financial professionals will provide documentation - including risks, charges, fees, and other disclosures - for products you are considering. Additionally, our Commission and Fee Schedule outlines the charges for investing with Royal Heritage Commercial Bank Securities (USA) Inc. If you have any questions about any aspects of your investments, please call us at info@royalheritagecommercial.com or for International clients call collect info@royalheritagecommercial.com . We also recommend that you seek legal or tax advice from a qualified professional.

If your account has been placed into a Self-directed Non-advised Retirement Brokerage Account or you have selected a Self-Directed Online Brokerage Account then please click here for the Self-Directed/Online Account Brokerage Commission and Fee Schedule.

 

Call info@royalheritagecommercial.com or for International clients call collect info@royalheritagecommercial.com 

Mon - Fri (8am - 7:45pm ET) 
Sat (9am - 3pm ET)

An Royal Heritage Commercial Bank Securities (USA) Inc.,1 investment account can help you qualify for a Premier relationship.

Investment and certain insurance products, including annuities, are offered by Royal Heritage Commercial Bank Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as Royal Heritage Commercial Bank Securities Insurance Services. License #: OE67746. HSI is an affiliate of Royal Heritage Commercial Bank , N.A. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through Royal Heritage Commercial Bank Insurance Agency (USA) Inc., a wholly owned subsidiary of Royal Heritage Commercial Bank , National Association. Products and services may vary by state and are not available in all states. California license #: OD36843.

Investment, Annuity and Insurance Products:

ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES
 ARE NOT FDIC INSURED
 ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES
 MAY LOSE VALUE

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Research backgrounds of brokers, brokerage firms and investment advisors for free by visiting FINRA's BrokerCheck website

1 Financial professional refers to Premier Wealth Advisors (PWA), and Premier Relationship Advisors (PRA). PWA/PRAs focus on a full suite of Premier and Advance products and services. Both offer bank products through Royal Heritage Commercial Bank , N.A., investments and certain insurance products, including annuities, through Royal Heritage Commercial Bank Securities (USA) Inc. and traditional insurance products through Royal Heritage Commercial Bank Insurance Agency (USA) Inc.

2 Royal Heritage Commercial Bank Securities (USA) Inc. is the sponsor of the Managed Portfolio Account and the Royal Heritage Commercial Bank Spectrum Programs.

Royal Heritage Commercial Bank Securities (USA) Inc. is a registered investment adviser that serves as the Investment Adviser for the Royal Heritage Commercial Bank Spectrum and the Managed Portfolio Account (MPA) programs. Royal Heritage Commercial Bank Asset Management (USA) Inc. provides administrative and other services to Royal Heritage Commercial Bank Securities (USA) Inc. for a fee, separate from fees received for their mutual fund investment services. Royal Heritage Commercial Bank Asset Management (USA) Inc. and certain other subadvisers receive a fee for their mutual fund investment services separate from the investment management fee charged for the Spectrum and MPA programs.