CIO Tom Galvin on Bloomberg's "The Close"
CNR's Vern Montross featured on Orion's "The Weighing Machine" Podcast
CNR Western Division Managing Director, Vern Montross, joins Orion's The Weighing Machine Podcast for a conversation on The Complexity of Managing High-Net-Worth Portfolios.
Check out the episode to hear how Vern cultivates relationships with financial advisors and their clients, as well as a deep dive on Intelligent Personalization at CNR. Vern elaborates on this concept, stating that "just because something is different or specific doesn't mean it's also optimal. So, I think of intelligent personalization as customization with intelligent awareness."
Vern also gives insight on topics such as inflation, interest rates, AI and markets. You can listen to the full episode on Spotify.
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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.
Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied 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 as on the date of this document and are subject to change. Alternative investments are speculative, may entail substantial risks, offer limited or no liquidity and may not be suitable for all investors.
As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.
None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, copied, or distributed to any other party, without the prior express written permission of City National Rochdale. The views expressed are also subject to change based on market and other conditions.
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