Our Analysis Includes:

  • Volatility and Market downturn/shock analysis

  • Long term return expectations

  • Wealth forecasting through scenario analysis

  • Advanced cash flow modeling

  • Individual fixed income and equity holdings

Three Sample Portfolio Scenarios

The proposal we build for your client would include three possible asset allocation scenarios that vary according to risk tolerance.

Future Net Value* of a Sample Portfolio of $11.3 M

Without CNR $00.0 M
  • Long-Term Return

    Annualized

    0.0%

  • Yield

    0.0%

  • Growth

    0.0%

Conservative $13.9 M
  • Long-Term Return

    Annualized

    6.1%

  • Yield

    3.3%

  • Growth

    2.8%

Moderate $15.2 M
  • Long-Term Return

    Annualized

    6.6%

  • Yield

    3.2%

  • Growth

    3.4%

Aggressive $15.8 M
  • Long-Term Return

    Annualized

    6.9%

  • Yield

    2.9%

  • Growth

    4.1%

*Based on CNR's Capital Market Assumptions as of February 2018

City National Rochdale’s strategies can help your clients meet their goals.

*Hypothetical future real portfolio value (20 yrs simulated, real amount before tax); 50% confidence level, at least

**Monte Carlo simulations are hypothetical, for illustrative purposes only, do not reflect actual investment results and are not guarantees of future results. The analysis of your Current Portfolio characteristics is derived from the approximate asset class mix of your existing holdings and does not match the actual portfolio characteristics (e.g. return, risk) of your existing holdings, which in some instances differs materially. Drawdown is the percentage decline in a portfolio before it recovers. The expected drawdown shown represents the difference between the original portfolio value prior to decline and the portfolio value at its lowest point using expected return and Monte Carlos simulations.

Let's work together.

We partner with financial advisors to provide wealth management services to their clients with more than $1 million in investable assets.

If you’re an investor who’s interested in adding an experienced wealth manager to your financial team, learn more about working with us here.