Wealth Management Benefits

Helping to secure your lifestyle and financial future

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. With your dedicated Financial Advisor taking the lead, we will work to understand your goals and develop a plan to help you get where you want to go.

Proven Full-Service Investment Management Strategies

City National has a portfolio management solution to fit your needs.  We pay close attention to the strategic diversification of your portfolio's assets – a proven factor in achieving  highly competitive long-term results.  A broad range of analytical capabilities and research ensures that investment decisions are driven by a balance of quantitative analysis and investment expertise.

Client-Directed Investment Solutions

For investors who prefer to actively manage their investments and make buy/sell decisions, we offer a full range of investment capabilities. These include one-on-one service with our experienced investment professionals or easy access to our Online Brokerage service. Unique to City National is our reputation for fixed income strategies and trading advice.

  • A Broad Array of Securities1
    • U.S. Treasury and federal agency bonds
    • Tax-free state and municipal obligations
    • Stocks
    • Mutual funds
  • Money Market Sweep
  • Service Margin Accounts
  • 529 College Savings Plans
  • Equity-Linked CDs
  • CDARs

Trust Services

As Trustee or Co-Trustee, City National Bank provides expertise, professional management and continuity to a variety of personal trusts. A careful review of the overall structure and the many details of your estate plan provide valuable insights in specific areas of trust structure, taxation, wealth transfer, asset management and real estate management. City National Bank administers all types of personal trust assets including living trusts, testamentary trusts, charitable trusts and special needs trusts.

  • Personal Trust & Estate Administration
  • Philanthropic Services
  • Personal Custody Services
  • Trust Real Estate Management
  • Unique Asset Management

Getting Started

Contact a preferred banking advisor today at (800) 899-1395, Monday through Thursday 7:00 a.m. - 5:30 p.m. and Friday 7:00 a.m. - 6:00 p.m. (PT).

Preferred Banking clients must maintain combined balances of $250,000 or more in qualifying deposits, wealth management and loan accounts.2 For a list of qualifying accounts and specific balance calculations, please refer to the City National Preferred Banking® Disclosure, which is available upon request.

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 Brokerage services provided through City National Securities, Inc., the broker/dealer subsidiary of City National Bank and member FINRA/SIPC.
2 Terms are subject to change at any time without notice.