How does investment management work?

The process begins with a thorough assessment of your overall financial position, long-term objectives and specific requirements.

When we have a clear understanding of your business, we begin to develop a specific investment strategy to achieve your goals. We base our asset allocation decisions, market sector allocations and overall portfolio composition on the risk/reward parameters you specify.

Unsurpassed Personal Service

We consider our fiduciary responsibility as paramount and we make compliance and review an ongoing part of the investment management process. Our chief investment officer reviews portfolio changes daily and managers also undergo peer reviews of their decisions.

Professional portfolio management is a dynamic process that must take into account changes in our clients' requirements and policies. Thus, we schedule periodic meetings to review and evaluate the specific performance of their portfolios and discuss any changes that may have a bearing on the client's 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

To speak with a City National representative in more detail about your business investment management needs, fill out this short inquiry or call (800) 708-8881.