Strategic Direction and Quality Control
As a City National investment management client, you gain access to our wide array of investment experts and expertise. With a choice of multiple managers, in addition to our own manager, you receive optimal coverage of the market and broad diversification.
Because the process of working with diverse investment firms can be complex, it's important to have a unifying strategic direction and quality control. That's why City National's Investment Committee provides strategic oversight and added risk control for all managed portfolios.
Our Investment Process
Capital Preservation and Long-Term Results
Our investment process provides a disciplined pathway that helps us build an optimal portfolio for you. We stress asset allocation's importance because it's the principal driver for performance. The optimal mix of investments will accomplish your goals and enhance return, while lowering your risk and guarding against downturns in the market.
Our process begins with an in-depth analysis of market sectors and asset classes to understand how different assets are likely to perform. This analysis creates a strategic framework that guides your City National advisor to translate your goals, risk tolerance and expectation for return into an appropriate long-term asset allocation strategy for you.
Active Management Sets Us Apart
Once your long-term strategic allocation is determined, we may refine it by making shorter-term or "tactical" adjustments based on current market and economic conditions. We actively manage your allocation to exploit market opportunities and control your risk.
Customized for you with Tax Sensitivity
Your individual preferences and tax situation provide the final overlay in constructing your optimal tax-sensitive portfolio. In collaboration with our Chief Investment Officer, our asset managers continuously monitor the performance of client portfolios and your advisor will review your portfolio's performance with you on an ongoing basis.