Michael O. AdairManaging Director, Senior Investment Consultant | 2018

Designing a Personalized Portfolio: Three Principles to Unlocking Client Alpha

Key Points

We take pride in our ability to deliver a first-class investment management experience that is completely tailored to clients’ individual needs.

INTRODUCTION

For more than three decades, City National Rochdale has designed and managed customized investment portfolios for high-net worth clients. When you partner with City National Rochdale, you gain a team of experienced investment professionals who collectively serve as your “brain trust,” providing differentiated advice guided by proprietary research and access to key insights. Your dedicated investment consultant and portfolio management team then apply these strategies and tailor solutions to your client’s specific situation.

We take pride in our ability to deliver a first-class investment management experience that is completely tailored to clients’ individual needs. Our approach is multi-faceted and encompasses extensive research and analysis to help clients reach their financial goals through well-managed investment strategies. Unlike many investment managers, we go well beyond the mere essentials of asset management by offering a completely personalized portfolio to each of our clients.

The following outlines three key tenets of our portfolio customization approach (see Table of Contents).

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We take pride in our ability to deliver a first-class investment management experience that is completely tailored to clients’ individual needs.

Table of Contents

Sources and Disclosures

¹Average tax alpha generated between 2008 and 2017 from five randomly selected real client accounts (from five separate senior portfolio managers) used in a City National Rochdale internal study. For more information, see our white paper, Tax Alpha: Enhancing Returns Through Active Tax Management.

²Weinberg, Ari I (2012, October 16). A magical tax-loss harvesting machine? Forbes. Retrieved from https://www.forbes.com/sites/ariweinberg/2012/10/16/a-magical-tax-loss-harvesting-machine/#6f09b0f47a5e

Important Disclosures City National Bank provides investment management services through its wholly owned subsidiary City National Rochdale, LLC, a registered investment advisor.

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 of the date of this document and are subject to change.

As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Returns include the reinvestment of interest and dividends. Investing involves risk, including the loss of principal. Diversification may not protect against market loss or risk.

Past performance is no guarantee of future performance.

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