Approach to Investing

City National Rochdale's executives are actively engaged in all aspects of management, setting a high standard of ethical conduct for all employees. We fundamentally believe that this sets the tone for the ethical behavior of all our employees, and we have a strong set of polices and practices that emphasize what is expected.

Each Client Has Their Own Unique Portfolio

Portfolios we manage are developed based on detailed efforts to understand and define each client’s specific investment goals and risk tolerances. This process requires experienced and skilled professionals which includes our Senior Investment Consultants and Portfolio Managers. Every private client deserves a unique portfolio matched to their own unique goals.

Aligning the Interests of Private Clients, Trusted Advisors, & Portfolio Managers

Our relationships with your trusted Financial Advisors or CPA is of paramount value to professionally monitor our activities and decisions, providing you with a trusted, objective voice to the portfolio management oversight function.


Investment Professionals

Alabama
California
Colorado
Florida
Illinois
Maryland
Michigan
Minnesota
New York
Texas
Virginia