Boutique Investment Management Services

A Trusted Partner.

CNR^SM partners with advisors and their high-net-worth clients to build Intelligently Personalized^® investment portfolios.

ABOUT US

A Boutique Approach.

We call what we do Intelligent Personalization®

Tailored

Gain client-specific insights from one-on-one interactions with a dedicated portfolio manager and investment consultant.

WHAT WE DO

Experienced

Work with deeply knowledgeable investment professionals practiced in investment management.

WHO WE ARE

Optimized

Learn how we create a personal performance benchmark optimized for each client.

ASSET ALLOCATION

A Wealth of Research.

Extensive in-house research guides the construction of every portfolio.

OUR INSIGHTS

CNR Speedometers®

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

Videos

Video highlights of key 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

You want to grow your wealth. So do we.

Partnering with us to manage your client portfolios means you'll have more time to build your business.

LEARN MORE

Latest company news.

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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