Investment Philosophy

Four Philosophical Principles Frame Our Approach

Each Private Client Has Their Own Unique Portfolio and Personal Performance Benchmark

Client portfolios are developed based on extensive efforts to understand and define client investment goals and risk tolerances which ultimately serve as the client's "personal benchmark." 

Long-Term Investment Approach Designed for Performance Within a Strong Risk Management Framework

Investing today means accepting the fact that company-specific attributes are at times outweighed by economic, political, and market dynamics. During such periods where stocks and bond values can be materially distorted from fundamental values we pursue tactical changes within client portfolios.

Strategic Asset Allocation Based on Proprietary Research Insights

Our CIO and executive investment committee, which have decades of combined investment experience, lead the research and investment teams. At our core we are an analytically-driven and research-focused firm. We conduct research the traditional way, on a security-by-security basis. Given our research orientation we are predisposed to relying on analysis rather than opinion and fundamentals more than media hype.

Robust Set of Sophisticated investment Strategies Across Traditional and Alternative Asset Classes

Our investment professionals have extensive capabilities in equity and fixed income research and our asset allocation framework integrates leading-edge strategies across all asset classes. Client portfolios are created using our equity and fixed income selections, complemented by a wide array of global strategies that provide valuable exposure to alternative and unique asset classes.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice.  This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.
The content presented is based upon information received from sources City National Rochdale considers reliable.  Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information.  Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.
 Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice.  This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.

The content presented is based upon information received from sources City National Rochdale considers reliable.  Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information.  Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change.