@cnr.com
City National Rochdale works with financial advisors to provide investment management services to high-net-worth clients.
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Description
City National Rochdale is a brand that specializes in partnering with financial advisors to create personalized investment portfolios for high-net-worth clients. They offer a range of products and services designed to meet the unique needs of their clients. For advisors, City National Rochdale provides comprehensive analysis of existing portfolios to identify inefficiencies, tailored risk mitigation strategies, and personalized portfolio income strategies.
They also offer direct access to a dedicated portfolio manager and periodic portfolio reviews. For clients, City National Rochdale focuses on the personalized way they work, keeping the client's trusted advisor at the center of the process. They offer one-on-one personal service, sophisticated portfolio construction, stock and bond portfolio options, and alternative investment strategies for greater diversification.
City National Rochdale prides itself on its long-term investing approach, leading-edge strategies, proprietary risk management processes, and in-house asset allocation framework. They also provide valuable insights through their proprietary Speedometers, economic and market indicators, as well as resources to help ultra high-net-worth clients navigate complex financial issues. Overall, City National Rochdale is a trusted partner for financial advisors and their high-net-worth clients, providing comprehensive investment management services backed by expertise, personalized service, and a commitment to long-term success
Company Type
Public Company
Company Size
201-500
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