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CNR Advisors

We’re better together.

We partner with financial advisors to build personalized investment portfolios for their high-net-worth clients.

 

You’re a good fit to work with us if your client:

  • Needs a comprehensive analysis of an existing portfolio to identify inefficiencies
  • Wants to receive tailored risk mitigation strategies
  • Is concerned about market volatility and would benefit from a risk analysis
  • Wants direct access to his/her portfolio manager
  • Needs a personalized portfolio income strategy and is planning for retirement or other cash flow scenarios
  • Is selling a business, establishing a trust, or planning for heirs
  • Is looking for more sophisticated tax management through individual securities rather than mutual funds
  • Prefers quarterly portfolio reviews with his/her private portfolio manager

 

                                                                                                SEE MORE FOR CLIENTS

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.

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

Format
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Put our strengths to work for you.

We take the time to meet with you and your clients in person for quarterly 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.

Sophisticated Portfolio Construction

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.

Stock & Bond Selection

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.

 

Alternatives

Private clients can add greater diversification to their portfolios by supplementing traditional stock and bond holdings with non-correlated, alternative strategies.

 

Where our Partner Advisors Spend Their Time

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?

Your Time

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 quarterly 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.

Sophisticated Portfolio Construction

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.

Stock & Bond Selection

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.

 

Alternatives

Private clients can add greater diversification to their portfolios by supplementing traditional stock and bond holdings with non-correlated, alternative strategies.

 

With you for the long term.

Our long-term investing approach has led to a strong client retention rate.
It’s because we offer:

Leading-edge in-house strategies in equity, core fixed income, and alternative investments.

OUR STRATEGIES

Our own asset allocation framework that balances macro-level risks with your client’s goals.

ASSET ALLOCATION

Three levels of active risk management—a proprietary process that limits client losses.

 

MANAGING RISK

Analyzing your client’s portfolio.

We use Galaxy, our proprietary portfolio analysis software, to show you opportunities for portfolio optimization.

Put our knowledge to work for you.

Keep up with our proprietary Speedometers, our forward-looking economic and market indicators, subscribe to our Insights, or join us for an upcoming webinar.

OUR INSIGHTS

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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