CNR Advisors
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Advisors at the center.
The personalized way we work makes you—the client's trusted advisor—front and center at every step of our process.
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Assess
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Create
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Present
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Approve
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Implement
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Analyze
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Review
It begins with getting to know your client’s full financial picture – either from your own planning process or our Comprehensive Wealth Analysis available to help you with your highest-net-worth clients.
You and your dedicated investment consultant meet and create a personalized portfolio strategy for your client
You and your investment consultant jointly present to your client multiple scenarios for a new, optimized portfolio
You and your client decide on any further modifications or approve the new portfolio strategy
The client’s private portfolio manager is introduced and begins implementation
The portfolio manager conducts tax analysis of current client assets, and determines a risk and tax budget, and a methodical transition plan
The portfolio manager conducts ongoing reviews of the portfolio with you and your client and regularly communicates to actively make any adjustments
Put our strengths to work for you.
- OUR VALUE
- YOUR TIME
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ONE TO ONE PERSONAL SERVICE
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SOPHISTICATAED PORTFOLIO CONSTRUCTION
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STOCK & BOND PORTFOLIO
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ALTERNATIVES
We take the time to meet with you and your clients in person for periodic portfolio reviews, via video for investment updates, and by phone for one-off needs. Each client has direct access to their portfolio manager, and we encourage regular communication.
Your portfolio manager oversees every strategic decision, building your client portfolios through detailed efforts to understand and define specific client investment goals, cash flow needs, tax sensitivities, and risk tolerances.
Our investment teams possess extensive capabilities in equity and fixed income research, allowing us to engineer an asset allocation framework that integrates leading-edge strategies across all asset classes.
Private clients can add greater diversification to their portfolios by supplementing traditional stock and bond holdings with non-correlated, alternative strategies.
Right now, most of your time is likely spent understanding and managing client goals and investments, leaving little time for proactive relationship building and growing your business. What if that was reversed?
With our help and support, you spend less time on reviewing investments, rebalancing portfolios, and managing performance. You have more time and resources supporting you so you can focus on your business.
We take the time to meet with you and your clients in person for periodic portfolio reviews, via video for investment updates, and by phone for one-off needs. Each client has direct access to their portfolio manager, and we encourage regular communication.
Your portfolio manager oversees every strategic decision, building your client portfolios through detailed efforts to understand and define specific client investment goals, cash flow needs, tax sensitivities, and risk tolerances.
Our investment teams possess extensive capabilities in equity and fixed income research, allowing us to engineer an asset allocation framework that integrates leading-edge strategies across all asset classes.
Private clients can add greater diversification to their portfolios by supplementing traditional stock and bond holdings with non-correlated, alternative strategies.
Hypothetical example for illustrative purposes only. Accurate advisor time saved, if any, will vary.
With you for the long term.
Our long-term investing approach has led to a strong client retention rate.
It’s because we offer:
Analyzing your client’s portfolio.
We use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.
- Understand
- Understand
- Understand
- CNR Speedometers?
- Videos
- Articles
- Webinars
- Private Wealth Solutions
Let's work together.
We partner with financial advisors to provide investment management services to their clients with more than $1 million in investable assets.
If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here
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