Working with Your City National Advisor

Your Wealth Management Team

A dedicated relationship team will be created for you, led by a City National Advisor with wealth management expertise. This team of investment, planning, trust and banking experts draws upon the greater resources of City National, working closely with you, and when appropriate, your family and other outside advisors.

Your Advisor Oversees Your Customized Strategy

Through a disciplined planning process, your City National Advisor will develop a customized investment strategy for you. Your Advisor will consider your current investments, tolerance for risk, and cash flow needs to develop a strategy that can help to achieve your goals. One of the most important aspects of your custom strategy is determining your long-term, strategic asset allocation.

Ongoing and Open Communication with You

Your Advisor will meet with you to show you how your portfolio is performing against your goals and how your performance compares with the market. Your Advisor will take the time to help you understand your investment policy statement, consolidated performance reports, and monthly statements.

And, if you prefer to actively manage your own investments and make buy/sell decisions, you'll have a dedicated Investment Officer to provide you with responsive service. Learn more »

Getting Started

To learn more, call us at (800) 773-7100, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online 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