INVESTMENT MANAGEMENT SOLUTIONS

Find a Private Banker near you

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 Rochdale¹

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.

Learn more

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 personalized Private Banking relationship. Enter your information below.

First Name

First name is required.

Last Name

Last name is required.

Address

Address is required.

Zip Code

Zip code is required.

Phone Number

Please enter a valid phone number.

Email

Please enter a valid email address.

Related Products & Services

Wealth Planning

Trust & Estate Services

Banking Solutions

Credit & Lending Solutions

Expert Insights

Entrepreneurs: You Need an Estate Plan to Protect Your Spouse and Business

Wire Fraud: The Complete Guide to Spotting a Fraud Attempt

3 Principles for Managing Money as a Couple

SEE MORE EXPERT INSIGHTS

_{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.}

Investment Management Solutions

INVESTMENT MANAGEMENT SOLUTIONS

Success that's invested for the long term.

A team of investment managers working toward your vision.

City National Rochdale1

City National Securities2