Investments

Personal Investment Management with a Private Banker

Comprehensive Investment Management

Your Private Banker will help develop a strategy to help maximize your assets to reach your unique goals. Our process starts with a well-defined strategy, carefully reviewed to ensure your assets are aligned for optimal return while analyzing your cash flow to maintain your current lifestyle and plan for your future. We create investment management strategies that fit you, with the flexibility to adjust to changing needs.

Robust Offering of Sophisticated Investment Strategies

When you want advice, a trade execution or portfolio management, City National Bank provides a complete spectrum of investment managers, asset classes and sophisticated investment strategies rich with diversification and opportunities for enhanced performance.

Our Focus

Intelligent, personalized portfolio management begins by listening to your needs and expectations before suggesting a solution. Your dedicated City National advisor maintains an ongoing dialogue with you while collaborating with our team of knowledgeable investment professionals to develop a personal benchmark unique to you. The result is the blueprint for your portfolio's strategy and, ultimately, its success.

Foundation for Performance: Research and Innovative Strategies

Disciplined research informs every investing strategy we create. Our investment professionals bring extensive capabilities in equity and fixed income research, and our asset allocation framework integrates innovative strategies across all asset classes. We actively manage your account by strategically adjusting allocations based on changing needs, market environments and risk while communicating with you at every step.

Investment Managers Working Together

City National Bank's investment program seeks to outpace competitors with intelligent strategy, proprietary research and effective risk management. Our disciplined process leads to a personalized performance strategy with the proper balance of risk and return. We blend proven strategies from our subsidiaries and affiliates with professional managers fluent in global markets, to create a diverse portfolio that emboldens your belief in long-term success.

City National Rochdale1

Our proprietary investment management firm and wholly-owned subsidiary, City National Rochdale, specializes in intelligently-personalized portfolio management for high-net-worth individuals, families and foundations. With more than 25 years of experience, they offer sophisticated, one-of-a-kind portfolios tailored to personal benchmarks using in-depth research. City National Rochdale understands the value of long-term, personal relationships with clients and shares our unwavering commitment to collaboration and ongoing communication with you.

City National Securities2

Provides self-directed brokerage services and offers broad access to the fixed income markets, in addition to its array of managed solutions and mutual funds. Learn more»

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

  1. City National Rochdale, LLC, (CNR) a wholly owned subsidiary of City National Bank, is a registered investment advisor providing investment advisory services to City National Bank clients. Non-deposit investments are not guaranteed by City National Bank or any of its affiliates or subsidiaries. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future performance.  
  2. Brokerage services provided by City National Securities, Inc., member FINRA/SIPC, a wholly-owned subsidiary of City National Bank.