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Clients


You want your wealth to grow. So do we.

We work exclusively with advisors and their high-net-worth clients to build personalized investment portfolios designed to perform.

When experience becomes performance.

Our decades of investment experience have laid the groundwork for long-term success in investing.

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90%

historical client retention rate

 

 

35+

years average investment team experience

 

$60+

billion in
assets under management*

 

*as of October 31, 2023

Only one benchmark matters... yours.

 

No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management:

Objective advice from your dedicated portfolio manager with complete independence to invest in your best interests


A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and protected by three levels of active risk management


Regular communication from your investment team and adjustments to ensure your portfolio performs over time

How we build a better portfolio.

 

We start by listening to your needs and goals, and then build out your portfolio, directly overseeing even the tiniest of details and letting our research-fueled strategies drive your portfolio’s performance.





Extensive in-house research guides the construction of every portfolio.

Let's work together.

If you’re interested in working with City National Rochdale as your investment manager, speak with your advisor about partnering with us.