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A Trusted Partner.

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


A Boutique Approach.

We call what we do Intelligent Personalization®

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

Work with deeply knowledgeable investment professionals practiced in investment management.

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


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

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.


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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