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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 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.
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.
To implement your strategy, we select the most appropriate managers and securities to fulfill the allocation strategy. For quality assurance, we follow a disciplined course that uses quantitative and qualitative processes. A key advantage to City National, is our rigorous manager selection* and ongoing due diligence that analyzes the attractiveness of each money manager.
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.
To learn more about how our network of investment talent and ideas can help you achieve your financial goals, please contact us at (800) 773-7100.
* City National Bank retains its affiliate, Convergent Wealth Advisors, to provide due diligence and recommendations on individual managers. The due diligence process is adapted according to the type of legal construct of the investment (L.P., separately managed account, open-end mutual fund, ETF, etc.), taking into consideration the industry regulations and transparency, among other factors.