City National Rochdale Asset Allocation Framework

Our Asset Class Outlook for Private Client Investment Strategies

Our Asset Allocation Framework is focused on how global economic factors impact the investments owned by our private clients. This knowledge is leveraged to achieve our primary goal of managing macro-level risks, positioning client portfolios at the appropriate level of exposure to specific return factors within the market. Through a dynamic approach to asset allocation we select the appropriate blend of asset classes to achieve each client’s unique investment goals.

 

An Asset Allocation program cannot guarantee profits and loss of principle is possible. Past performance is not a guarantee of future results.


Investment Professionals

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