Investment Management Solutions

Success that's invested for the long term.

You have unique plans for your wealth. Your investment strategy should align with the future you envision. Combining proprietary research, intelligent strategies and effective risk management, we can help you achieve your investment goals. Your dedicated Private Banker will leverage a unique blend of investment managers and asset classes to provide you with the right balance of diversification, risk and return.

Investment Services
Portfolio Management

Discover what your wealth can do.

For investors who prefer to actively manage their investments and make buy/sell decisions, City National Securities¹ offers a full range of investment capabilities². Our seasoned Investment Officers offer recommendations on fixed income securities and mutual funds, and they provide equity trade executions.

We blend a mix of proven strategies to create a diverse portfolio for your unique investment objectives, including:

Equity and Mutual Fund Transactions
Fixed Income Securities
Alternative Investments
Specialty Asset Management
Impact Investing

Trusted relationship banking

City National Rochdale³ specializes in intelligently personalized portfolio management for high-net-worth individuals, families and foundations. With more than 25 years of experience, we leverage in-depth research to provide sophisticated, one-of-a-kind portfolios tailored to your personal benchmarks.

Why City National

A Dedicated Relationship Manager

Your Private Banking relationship includes personalized service and advice from a dedicated Private Banker who oversees your entire relationship with City National.

An Integrated Plan

Whether you're building a portfolio or choosing a trustee, we'll consider all areas of your wealth to ensure you're making the most effective financial decisions.

A Wealth of Expertise

As a City National client, you'll have access to integrated wealth capabilities from across our family of companies, including our parent company, Royal Bank of Canada.

Experience the City National difference.

Share your contact information and a Private Banker will be in touch to set up an appointment to discuss your goals.

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1. Brokerage services provided by City National Securities, Inc., member FINRA/SIPC, a wholly-owned subsidiary of City National Bank.

2. City National Bank provides investment management services through its wholly owned subsidiary City National Rochdale LLC, a registered investment advisor. Brokerage services provided through City National Securities, Inc., Member FINRA/SIPC, a wholly owned subsidiary of City National Bank. 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.

3. 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. 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.

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