Michael O. AdairManaging Director, Senior Investment Consultant | 2018

Designing a Personalized Portfolio: Three Principles to Unlocking Client Alpha

At City National Rochdale, we believe our differentiated and sophisticated investment management capabilities can help clients protect and grow their assets, helping them achieve their financial goals.

Conclusion

At City National Rochdale, we believe our differentiated and sophisticated investment management capabilities can help clients protect and grow their assets, helping them achieve their financial goals. The three key tenets of portfolio customization add further value for clients. Through personalization, tax management, and risk management, our portfolio managers are empowered to implement and customize individual strategies tailored to each client.

Each client’s dedicated portfolio manager personally implements and manages the investment strategy, assessing ongoing market volatility and changes to each individual’s financial circumstances. They will consistently examine the portfolio to expose inefficiencies and highlight additional investment opportunities.

The best way for us to demonstrate our value to clients is to show how our comprehensive portfolio analysis works in action. Through our proprietary Galaxy software, we can provide a complimentary analysis of a client’s current portfolio as a test drive of our services.

Contact your local Senior Investment Consultant to schedule a complimentary portfolio analysis.

At City National Rochdale, we believe our differentiated and sophisticated investment management capabilities can help clients protect and grow their assets, helping them achieve their financial goals.

Sources and Disclosures

1Average tax alpha generated between 2008 and 2017 from five randomly selected real client accounts (from five separate senior portfolio managers) used in a City National Rochdale internal study. For more information, see our white paper, Tax Alpha: Enhancing Returns Through Active Tax Management.

2Weinberg, Ari I (2012, October 16). A magical tax-loss harvesting machine? Forbes. Retrieved from https://www.forbes.com/sites/ariweinberg/2012/10/16/a-magical-tax-loss-harvesting-machine/#6f09b0f47a5e

Important Disclosures City National Bank provides investment management services through its wholly owned subsidiary City National Rochdale, LLC, a registered investment advisor.

The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities mentioned herein.

Certain statements contained herein may constitute projections, forecasts, and other forward-looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied to certain historical financial information. Certain information has been provided by third-party sources, and, although believed to be reliable, it has not been independently verified, and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as of the date of this document and are subject to change.

As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Returns include the reinvestment of interest and dividends. Investing involves risk, including the loss of principal. Diversification may not protect against market loss or risk.

Past performance is no guarantee of future performance.

Put our insights to work for you.

If you have a client with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.

If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here.