Firm Overview
For over 35 years, City National Rochdale has specialized exclusively in
providing intelligently personalized portfolio management for high-net-worth
individuals, families, and institutions with $1m or more in investable assets.
OFFICE LOCATIONS
New York, NY
Beverly Hills, CA
Irvine, CA
La Jolla, CA
San Francisco, CA
Lake Mary, FL
Chicago, IL
Houston, TX
NATIONAL COVERAGE
30+ Portfolio Managers
18 Investment Consultants
INVESTMENT STRATEGIES
Equities
Core Fixed Income
Opportunistic Income
Real Assets
Alternative Investments
1
C I T Y N A T I O N A L R O C H D A L E A T A G L A N C E
average professional experience of
investment strategy committee members historical client retention rate
90
% +
K E Y P R I N C I P L E S A N D C L I E N T B E N E F I T S
• Achievement of Financial Goals
• Active Risk Management
• Tax Management
• Private Portfolio Manager
• Research-Driven Portfolio Design
Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value
Intelligent Personalization
®
– Customized High-Net-
Worth Investment Management Solutions
35
+ years
$
54.2
BILLION
assets under management as of October 31, 2022
investment consultants and
portfolio managers hold the
Chartered Financial Analyst
®
designation
2
80
%
