CNR Advisors
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Advisors at the center.
The personalized way we work makes you—the client's trusted advisor—front and center at every step of our process.
- Assess
- Create
- Present
- Approve
- Implement
- Analyze
- Review
It begins with getting to know your client’s full financial picture – either from your own planning process or our Comprehensive Wealth Analysis available to help you with your highest-net-worth clients.
- Format
- application/pdf
Put our strengths to work for you.
- OUR VALUE
- YOUR TIME
- ONE TO ONE PERSONAL SERVICE
- SOPHISTICATAED PORTFOLIO CONSTRUCTION
- STOCK & BOND PORTFOLIO
- ALTERNATIVES
We take the time to meet with you and your clients in person for periodic portfolio reviews, via video for investment updates, and by phone for one-off needs. Each client has direct access to their portfolio manager, and we encourage regular communication.
With you for the long term.
Our long-term investing approach has led to a strong client retention rate.
It’s because we offer:
Analyzing your client’s portfolio.
We use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.
- Understand
- Understand
- Understand
- CNR Speedometers?
- Videos
- Articles
- Webinars
- Private Wealth Solutions
Let's work together.
We partner with financial advisors to provide investment management services to their clients with more than $1 million in investable assets.
If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here