Benefits for Advisors & CPAs

The Core Benefits of Our Services for Financial Advisors & CPAs

A Collaborative Culture for Intelligent Personalization

All investment professionals want to deliver intelligent personalization, but many are limited by the nature of large money managers’ business models. At City National Rochdale, we built our business to deliver true personalization and one-on-one personal service. Our firm structure and environment gives our portfolio managers the authority and flexibility to be independently responsive to each client’s needs. Continuously, high advisor and client satisfaction, and retention rates prove that our adaptive approach to intelligent private client personalization has clearly resonated with our partnering financial advisors, CPAs, and their clients.

Skilled Professionals to Deliver True Personalization

Today’s money managers focus on scalability and technology. At City National Rochdale, we focus on people. It’s hard to differentiate yourself when the data used to craft a financial strategy is accessible by everyone. That’s why we keep our focus on the employees who interpret it. City National Rochdale requires high levels of education and professional experience for all Senior Investment Consultants and Portfolio Managers. These individuals are selected and trained to provide your clients with the highest level of intelligent personalization based on our proprietary Economic & Portfolio Strategy.

Our ability to attract and retain these experienced investment professionals with impressive credentials stems from the dynamism we promote across all levels of our organization. We have built our firm around a culture of a “can do” attitude when building private client portfolios — an attractive environment for motivated investment professionals.

City National Rochdale’s Economic & Portfolio Strategy

In reality, there is not one true view of the world. At City National Rochdale, our entire team of financial analysts and portfolio strategists apply a comprehensive understanding of macro and micro economics (both domestically and internationally), intensive company-wide research, and a synthesized view of the economic outlooks from leading Wall Street firms to create our own Economic & Portfolio Strategy.

Applying our portfolio strategy to your client's portfolios is an equally intensive process. Our strategic decisions are not computerized or commoditized. They are reviewed personally by a single portfolio manager to create a personalized portfolio based on strategic asset allocation, cash flow needs, and tax sensitivities.

Direct Access to Your Personal Portfolio Manager

Many firms promote personalized strategy, when in reality their personalization lacks what private clients expect. At City National Rochdale, every portfolio manager uses a flexible, consultative approach that integrates macroeconomics to create a unique strategic focus based portfolio for each individual client. Each client has direct access to their portfolio manager, and we encourage regular communication.

At City National Rochdale, every portfolio manager possesses asset class allocation skills and a set of portfolio optimization technologies to be able to build a unique portfolio for each client. Working with a single manager enables an advisor to integrate implementation and encourages communication to address ongoing market volatility.

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 this strategy.

Investment Professionals

New York