Investment Firms

Intelligently Personalized Partnering Relationships

City National Rochdale has successfully partnered with a wide range of Broker-Dealers, RIAs, Law Firms, and Consultants to bring innovative private client investment services to trusted advisors.  Our approach to portfolio management - intelligent personalization - is the same approach we take in partnering relationships. We flexibly partner with investment firms, allowing you to leverage our private client service in a personalized manner to meet your unique organizational needs. Learn more about our successful partnering relationship model.

Benefits for Investment Firms

Learn more about the benefits City National Rochdale can provide partner investment firms

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Approach to Investing

Learn how we manage private client portfolios in collaboration with Financial Advisors & CPAs

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Managing Portfolio Risks

Sophisticated risk management processes to mitigate today's portfolio risks

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Partnering with City National Rochdale

Learn how we partner with Investment Firms to provide turnkey private client services

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Ask City National Rochdale

Directly contact a member of our Partner Relations team to conduct due diligence or schedule a firm visit

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