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Investment Management

Your Strategic Wealth Partner

At RF, we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long term by providing a strategic and customized solution.

Investing your money to earn maximum returns requires a well thought out strategy and, more importantly, it requires knowledge of the investment options available to you. You will have access to professional financial consultants and Investment Managers who can help you identify an investment strategy for your individual goals and help you choose from a range of investment products locally and overseas.

We are focused on building long-term relationships with our clients. We are committed to building practical solutions to help you manage, grow, and protect your wealth, now and for future generations. We strive to be your trusted adviser.

Our services include, but are not limited to:

  • Expert money management

  • Management of investment portfolios

  • Monthly portfolio valuations

  • Market analysis

  • Informative reporting

  • Competitive fees

Ready to get started? Contact us today!

Contact

Jodie Webb

Trust Officer

Danielle Albury

Manager, Trust & Estates & Corporate Secretary

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (242) 603-6000

Request A Free Consultation For Investment Management

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  • AML Foods Limited AML  + 5.65
  • Arawak Port Development Ltd APD  + 44.64
  • Bahamas First Holding Limited BFH  + 2.00
  • Bahamas Property Fund BPF  + 10.50
  • Bahamas Waste BWL  + 10.62
  • Bank of Bahamas BOB  + 4.40
  • Benchmark BBL  + 2.76
  • Cable Bahamas CAB  + 3.10
  • Colina Holdings Class Preference CHLA  + 1.00
  • Colina Holdings Ltd. CHL  + 11.31
  • Commonwealth Bank Ltd. CBL  + 4.98
  • Commonwealth Brewery CBB  + 10.79
  • Consolidated Water BDR CWCB  + 5.27
  • Doctors Hospital DHS  + 10.50
  • Emera EMAB  + 9.06
  • Famguard FAM  + 5.75
  • Fidelity Bank FBB  + 17.50
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 14.50
  • FirstCaribbean CIB  + 13.76
  • Focol FCL  + 6.20
  • Focol Class B Perpetual Preference FCLB  + 1.00
  • J S Johnson JSJ  + 16.75
  • Prime Income Fund MF  + 8.04
  • RF International Alternative Strategies Fund MF  + 11.52
  • RF International Equities Sub Fund MF  + 15.20
  • RF International High Yield Fund MF  + 12.91
  • Secure Balanced Fund MF  + 10.68
  • Targeted Equity Fund MF  + 14.39