You want your wealth to grow. So do we.

We work exclusively with advisors and their high-net-worth clients to build personalized investment portfolios designed to perform.

When experience becomes performance.

Our decades of investment experience have laid the groundwork for long-term success in investing.

Download our firm overview
  • 90%

    historical client retention rate

  • 30+

    years average investment team experience

  • $36B

    in assets under management* *as of Apr. 30

Only one benchmark matters... yours.

No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management:

  • Objective advice from your dedicated portfolio, manager with complete independence to invest in your best interests

  • A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and protected by three levels of active risk management

  • Regular communication from your investment team and adjustments to ensure your portfolio performs over time

How we build a better portfolio.

We start by listening to your needs and goals, and then build out your portfolio, directly overseeing even the tiniest of details and letting our research-fueled strategies drive your portfolio’s performance.

Let's work together.

If you’re interested in working with City National Rochdale as your investment manager, speak with your advisor about partnering with us.