Managing Your Portfolio Risks

Risk Management Tailored to Your Unique Needs

Dynamic Equity Risk Management (DERM) is City National Rochdale's proprietary process used to manage the downside risk of high net worth client portfolios. DERM allows you to be exposed to equity markets without being exposed to an unlimited degree of downside risk that exceeds your risk budget. DERM acts as a circuit breaker for limiting losses on specific asset classes and specific security holdings.

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

Alabama
California
Colorado
Florida
Illinois
Maryland
Michigan
Minnesota
New York
Texas
Virginia