Advisors | City National Rochdale

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

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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.

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.

You and your dedicated investment consultant meet and create a personalized portfolio strategy for your client

You and your investment consultant jointly present to your client multiple scenarios for a new, optimized portfolio

You and your client decide on any further modifications or approve the new portfolio strategy

The client’s private portfolio manager is introduced and begins implementation

The portfolio manager conducts tax analysis of current client assets, and determines a risk and tax budget, and a methodical transition plan

The portfolio manager conducts ongoing reviews of the portfolio with you and your client and regularly communicates to actively make any adjustments

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Put our strengths to work for you.

OUR VALUE
YOUR TIME

ONE TO ONE PERSONAL SERVICE
SOPHISTICATAED PORTFOLIO CONSTRUCTION
STOCK & BOND PORTFOLIO
ALTERNATIVES

Hypothetical example for illustrative purposes only. Accurate advisor time saved, if any, will vary.

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 STRATEGIES

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

ASSET ALLOCATION

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

MANAGING RISK

Analyzing your client’s portfolio.

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

Understand

You provide us with key data about your client’s portfolio and investment strategy.

Analyze

We run your client’s data through Galaxy to simulate the current portfolio strategy’s likely performance over a twenty-year period.

Optimize

Based on variations of our investment, asset allocation, and risk management strategies, Galaxy generates three possible portfolio outcomes that could work for your client.

Understand
Understand
Understand

Put our knowledge to work for you.

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

OUR INSIGHTS

Rochdale Speedometers

Proprietary economic & financial indicators that are forward-looking 6 to 9 months

Videos

Video highlights ofkey economic and market drivers from top leaders around our firm.

Articles

Deeper dives into economic and market factors and their impact on our strategic thinking.

Webinars

Watch a replay, read a summary, or register for an upcoming event.

Private Wealth Solutions

Resources to help ultra high-net-worth clients and the more complex issues they face

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

CNR Advisors