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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.

We will actively manage your account, adjusting allocations as your needs evolve. Our economists, analysts and strategists are available to you at every turn, providing global insights and market expertise for long-term success.

A team of investment managers working toward your vision.

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

City National Rochdale

City National Rochdale 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.

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City National Securities²

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

Investment Services
  • Equity and Mutual Fund Transactions
  • Fixed Income Securities
  • Alternative Investments
  • Real Assets
  • Specialty Asset Management
  • Impact Investing

Fulfill your vision with a Private Banking relationship.

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1City 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.

2Brokerage services provided by City National Securities, Inc., member FINRA/SIPC, a wholly-owned subsidiary of City National Bank.