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It’s pretty simple: cash is not a good investment. After taxes, inflation, and its current expected return (zero), idle cash actually loses buying power when held in an investment portfolio over the long-term. In other words, cash is a drag on your returns.
Royal Wealth Management is hardly the only investment manager to take this stance regarding idle cash. In a research paper published in Financial Analysts Journal last year, Vanguard founder John Bogle cited cash drag as one of the ways investors are not making the most of their investments.
Our firm understands you have worked hard to build a solid financial foundation. As you look to the future, our strategies are built for income tax deferral and family protection. And there are several index investing options to choose from.
Our Idle Cash Maximizer Strategies help you: