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Only one benchmark matters... yours.
No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management:
Objective advice from your dedicated portfolio manager with complete independence to invest in your best interests
A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and overseen by three levels of active risk management
Regular communication from your investment team and adjustments to ensure your portfolio performance stays on track
Your intelligently personalized® portfolio.
We start by listening to your needs and goals, and then build out your portfolio, directly overseeing even the tiniest of details and letting our research-fueled strategies drive your portfolio’s performance.
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Important Information
The views expressed represent the opinions of City National Rochdale, LLC (CNR) which are subject to change and are not intended as a forecast or guarantee of future results. Stated information is provided for informational purposes only, and should not be perceived as personalized investment, financial, legal or tax advice or a recommendation for any security. It is derived from proprietary and non-proprietary sources which have not been independently verified for accuracy or completeness. While CNR believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability.
This webpage is for general information and education only. City National makes no representations or warranties in respect of this webpage and is not responsible for the accuracy, completeness or content of information contained in this webpage. City National is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained in the webpage. The information in this webpage should not be used to obtain credit or for any other commercial purpose nor should it be construed as tax, accounting, regulatory or legal advice. Rules in the areas of law, tax and accounting are subject to change and open to varying interpretations and you should seek professional advice from your advisor. Nothing on this webpage should be construed as an offer, or solicitation of an offer, to buy or sell any financial instrument. It should not be relied upon as specific investment advice directed to the viewer's specific investment objectives. Any financial instrument discussed on this webpage may not be suitable for the viewer. Each viewer must make his or her own investment decision, using an independent advisor if prudent, based on his or her own investment objective and financial situation.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money.
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