Designing a Personalized Portfolio: Three Principles to Unlocking Client Alpha
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).
We take pride in our ability to deliver a first-class investment management experience that is completely tailored to clients’ individual needs.