1. Insights
  2. Understanding the Unique Needs of the Working Wealthy
Michael O. AdairManaging Director, Senior Investment Consultant | 2018

Key Takeaways

The working wealthy have unique needs when it comes to investment management.

The working wealthy have unique needs when it comes to investment management. Addressing these common needs can help you attract and retain high-net-worth clients. For investment management, it is important to partner with a firm that can provide the high-touch and personalized approach to building a dynamic client portfolio that takes into consideration a holistic view of client goals and objectives, volatility threshold, return expectations, income requirements, and tax sensitivity.

City National Rochdale’s refined experience can help advisors attract new high-net-worth clients and better serve existing ones. We work in close coordination with financial advisors and provide resources to help enable advisor success, including webinars, market insights, logistical support, and more.

The working wealthy have unique needs when it comes to investment management.

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Important Disclosures

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 re¬investment 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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