Investment Management

How Does Investment Management Work?

The process begins with a thorough assessment of your overall financial position, long-term objectives and specific issues such as:

• Tax and estate considerations
• Charitable giving
• Retirement planning

We examine special factors such as business succession or intergenerational wealth transfer, taking time to fully understand your financial picture before making specific investment decisions on your behalf.

When we have a clear understanding of your current financial position and future objectives, we develop a personalized investment strategy to achieve your goals.

Unsurpassed Personal Service

Personalized portfolio management must take into account not only market conditions but changes in your individual needs. You will be invited to meet regularly with your portfolio manager to review your portfolio's performance and to discuss any changes in your investment objectives.

At City National, every investment approach, portfolio strategy and specific security selection is based on our primary mission of achieving enhanced investment returns.

Getting Started

Learn more about how investment management works at City National. Or, to speak with a City National representative about your personal investment management needs, contact us or call (800) 708-8881.