A Trusted
Partner

We partner with advisors and their high-net-worth clients to build completely customized investment portfolios.

A Personalized Experience.

We call what we do "intelligent personalization."

Tailored

Gain client-specific insight from one-on-one interactions with a dedicated portfolio manager and consultant.

Experienced

Work with deeply experienced investment team members practiced in wealth management.

Optimized

Show your clients an optimized portfolio built from our proprietary asset-class strategies.

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

Next Web Event | Mar. 14

2018 Market and Economic
Outlook Webinar

Everything clicked for investors in 2017. Returns were high across the board -- and in virtually every major asset class…

Learn how our portfolio managers partner with advisors.

Our experience applying leading-edge asset allocation strategies to investor portfolios means you'll have more time to build your business.

City National Bank | Oct. 26

City National Rochdale Launches Closed-End Interval Fund With a Focus on Insurance-Linked Securities

City National Bank | Oct. 26

City National Rochdale Launches Closed-End Interval Fund With a Focus on Insurance-Linked Securities

City National Bank | Oct. 26

City National Rochdale Launches Closed-End Interval Fund With a Focus on Insurance-Linked Securities

We partner with financial advisors to provide wealth management services to their clients with more than $1 million in investable assets.

If you’re an investor who’s interested in adding an experienced wealth manager to your financial team, learn more about working with us here

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