The City of Beverly Hills Names Street After Bram Goldsmith (click to read more on the City National Bank website)
We partner with advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
Gain client-specific insights from one-on-one interactions with a dedicated portfolio manager and investment consultant.See what we do
Work with deeply knowledgeable investment professionals practiced in investment management.See who we are
Learn how we create a personal performance benchmark optimized for each client.See our asset allocation framework
Extensive in-house research guides the construction of every portfolio.Explore Our Insights
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Put the power of partnership to work for you.
Partnering with us to manage your client portfolios means you'll have more time to build your business.Learn More
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