Feltl Advisors

Feltl Advisors provides investment advisory services through three main account programs: RBC Advisor, Consulting Solutions, and RBC Unified Portfolio. Through these programs, clients receive personalized investment advice and asset allocation guidance from their investment advisory representative, or they gain access to private account management from independent money managers across the country. Feltl Advisors operates on a non-discretionary basis, meaning clients must approve all investment recommendations. The firm assists individual investors, corporations, partnerships, trusts, and retirement plans in building tailored portfolios using mutual funds, exchange-traded funds, individual securities, and third-party managers. All client accounts and assets are custodied through RBC Clearing and Custody.