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.