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CNR Advisors


We’re better together.

We partner with financial advisors to build personalized investment portfolios

for their high-net-worth clients.


You’re a good fit to work with us if your client:

  • Needs a comprehensive analysis of an existing portfolio to identify inefficiencies
  • Wants to receive tailored risk mitigation strategies
  • Is concerned about market volatility and would benefit from a risk analysis
  • Wants direct access to his/her portfolio manager
  • Needs a personalized portfolio income strategy and is planning for retirement or other cash flow scenarios
  • Is selling a business, establishing a trust, or planning for heirs
  • Is looking for more sophisticated tax management through individual securities rather than mutual funds
  • Prefers periodic portfolio reviews with his/her private portfolio manager

 

                                                                                                SEE MORE FOR CLIENTS

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.

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.


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Put our strengths to work for you.

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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:

Leading-edge in-house strategies in equity, core fixed income, and alternative investments.

Our own asset allocation framework that balances macro-level risks with your client’s goals.

Three levels of active risk management—a proprietary process that limits client losses.

 

Analyzing your client’s portfolio.

We use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.





Keep up with our proprietary Speedometers, our forward-looking economic and market indicators, subscribe to our Insights, or join us for an upcoming webinar.

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

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