Investment Management Services

We believe a diverse and thoughtful asset allocation strategy is the key to capital preservation and achieving the long-term results our clients expect.

Our asset management professionals work with our clients to understand their current investment strategies, objectives and risk tolerance. Based on our assessment, we develop a recommendation for an advantageous allocation of cash, stocks and bonds.

Our Chief Investment Officer and portfolio managers continually assess the financial markets using comprehensive research and proprietary tools. They balance this market perspective with fundamental investment expertise to construct a portfolio for each individual client that:

• Allocates assets across several types of investments to achieve long-term growth while guarding against downturns in the various markets
• Provides for ongoing, customized management of the portfolio to ensure it stays on track with the client's objectives

Learn more about the City National Approach.

Through City National Asset Management, we offer clients additional experience and expertise in a variety of investment strategies, including:

• Equity Management
• Fixed Income
• Access to additional asset management strategies through our affiliations with firms like Reed, Conner & Birdwell, LLC, a respected asset management firm headquartered in Southern California

Getting Started

As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.

To learn more, please contact us or visit us at one of our Private Client Services locations.