Benefits for Investment Firms

Flexibility to Tailor Your Ideal Private Client Service Offering

Attract Top-Tier Financial Professionals

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.

Who Can Truly Deliver Personalized Service

Many firms promote personalized strategy, when in reality their personalization lacks what high net worth clients expect. At City National Rochdale, every portfolio manager uses a flexible, consultative approach that integrates macroeconomics to create a unique strategic focus based on each client’s asset allocation, cash flow needs and tax sensitivities. 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 an extensive set of highly sophisticated 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.

City National Rochdale 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 strategies to private client 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 asset allocation, cash flow needs, and tax sensitivities.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice.  This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.

The content presented is based upon information received from sources City National Rochdale considers reliable.  Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information.  Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. 

Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change. 

The content presented is based upon information received from sources City National Rochdale considers reliable.  Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information.  Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.
Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change.The information presented does not involve the rendering of personalized investment, financial, legal or tax advice.  This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein