Fixed Income Management

Portfolio Stability, Cash Flow & Returns

Fixed income investments can act as "the ballast" of your portfolio, while providing cash flow and healthy return. Municipal bonds offer you tax-free income, helping you minimize your taxes.

The Advantage of Having a Bond Professional

Because there is no central market for bonds as there is for equities, engaging a bond professional can give you a distinct advantage. At City National Bank we work with multiple fixed income managers that offer specializations across the diverse universe of corporate, government, municipal and international bonds. Our well-established institutional trading networks give you access to a broad range of municipal, government and corporate securities, as well as other segments of the market.

City National Bank's active bond management focuses on:

  • Helping you achieve your goals
  • Controlling risk
  • Finding opportunities
  • Total return
  • Customizing a bond strategy that complements your asset allocation

Monitoring Your Risk-Return Ratio

At City National Bank we help design your bond portfolio to help obtain the most efficient risk-return ratio that aligns with your goals. We can show you how your portfolio will perform in different interest rate environments using:

  • Thorough quantitative and qualitative processes
  • Computer modeled simulation studies

Our systematic "credit watch" and ongoing monitoring also help to minimize the risk of your bond portfolio.

Tailored Strategies for Tax-sensitive Portfolios

If you are seeking to maximize your after-tax income, we can tailor a tax-exempt bond strategy for you. Numerous strategies are employed, including:

  • Opportunistic swaps to extend or reduce portfolio maturity
  • Callable bonds to add yield
  • National diversification to boost yield; choosing out-of-state versus in-state bonds

Liquidity Management - City National's liquidity management strategies are designed to meet short-term cash requirements while providing enhanced returns. Learn more ยป

Getting Started

To learn more, call us at (800) 773-7100 Monday through Thursday 6:00 a.m. - 5:30 p.m. and Friday 6:00 a.m. - 6:00 p.m. (PT), contact us or visit one of our local City National locations.

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value