Financial Advisors & CPAs

Meet Your Client Goals with Our Collaborative Approach

Your private clients expect conflict-free, intelligently personalized portfolio management for the appropriate fee. They understand that developing practical portfolio solutions — given risk and return objectives — is only possible through coordination of existing assets, taxes, and other estate and financial planning variables. This makes the collaborative service between the advisor and investment manager who work as an integrated team highly valuable.

Benefits for Advisors & CPAs

The core benefits of our private client service for Financial Advisors & CPAs

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Approach to Investing

A discussion about how we approach our duty as portfolio managers for private clients and their trusted advisors

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Managing Portfolio Risks

The hallmark of City National Rochdale's private client service has been conservative risk management

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Private Client Services

Maximizing private client relationships through tailored private client services

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Partnering with City National Rochdale

How to take the next step with City National Rochdale

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Ask City National Rochdale

Directly contact a personal City National Rochdale Senior Investment Consultant or Portfolio Manager

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Investment Professionals

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