Issue link: https://info.seic.com/i/1491114
FIRM OVERVIEW PAGE 2 Beverly Hills | New York | 80 0 -245-9888 | cnr.com Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value Our Process Our personalized approach to investment management is designed for clients seeking portfolio strategies that address their unique investment needs, risk tolerances, market environment, and investment opportunities. S P E C I A L I Z E D & C O R E S T R A T E G I E S To learn more, visit cnr.com or follow us on social media C L I E N T C O N V E R S A T I O N City National Rochdale actively listens to the client's investment objectives in order to develop an insightful "personal benchmark" that is unique to each individual. Equities • Domestic Equities • International and Emerging Markets • Equity Income Strategies Opportunistic Income • High-Yield Strategies • Inflation Protection Strategies • Hedged Strategies (for qualified investors) • Structured Credit (for qualified investors) Core Fixed Income • Taxable Strategies • Tax-Exempt Strategies • Liquidity Management Alterna ve Investments and Real Assets 1 • Non-correlated, non-traditional strategies P E R S O N A L B E N C H M A R K A customized blueprint for each client's portfolio, supported by in-depth research and guided by a unique investment policy statement. P O R T F O L I O M A N A G E M E N T Our highly educated and experienced portfolio managers customize each portfolio to the exact needs of every client. Footnotes & Important Disclosures 1 Alternative investments are speculative, entail substantial risks, offer limited or no liquidity, and are not suitable for all investors. 2 Chartered Financial Analyst ® is a registered trademark owned by CFA Institute. This material is available to advisory and sub-advised clients of City National Rochdale, LLC a registered investment advisor and a wholly-owned sub- sidiary of City National Bank. City National Bank provides investment management services through its sub-advisory relationship with City National Rochdale, LLC. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money.