Core Fixed Income

A Disciplined Approach Seeking Above Market Returns

At City National Rochdale, we strive to identify strategies that meet the income needs of high net worth client portfolios. Our firm has developed a particularly strong level of proficiency in the bond markets. We offer diversified taxable and tax-exempt strategies and are actively trading in the market daily to find optimal opportunities and pricing. Our well-established institutional trading network gives client’s access to a broad range of municipal, government and corporate securities, as well as other segments of the market. Our analysts devote time to identifying non-traditional fixed income opportunities that add value in the portfolio allocation process beyond a client’s core fixed income holdings.

At City National Rochdale, we help ensure that bond portfolios have the most efficient risk-return ratio that aligns with each client’s goals. 

Our Active Bond Management Focuses on:

  • Achieving client goals
  • Controlling risk
  • Finding opportunities
  • Maximizing total return
  • Customizing a bond strategy that complements a client’s asset allocation

Customize Every Portfolio to Client-Specific Situation:

  • Tax Situation
  • Other (outside) investments
  • Risk Tolerance

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. Nothing presented herein is an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of these documents and are subject to change. Past performance is no guarantee of future performance. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money investing in any of these strategies.

Investment Professionals

New York