PARTNERING WITH CNR
PAGE 3
New Business Client Support Por olio Management Investment Strategy
Put our strengths to
work for you
Right now, most of your me is likely spent understanding
and managing client goals and investments, leaving li le
me for proac ve rela onship building and growing your
business. What if that was reversed?
With our help and support, you spend less me on
reviewing investments, rebalancing por olios, and
managing performance. You have more me and
resources suppor ng you so you can focus on
your business.
Spend more me
growing & managing
your prac ce.
O N E - T O - O N E
P E R S O N A L S E R V I C E
We take the me to meet with you and your clients
in person for quarterly por olio reviews, via video for
investment updates, and by phone for one-off needs. Each
client has direct access to their por olio manager, and we
encourage regular communica on.
S O P H I S T I C A T E D P O R T F O L I O
C O N S T R U C T I O N
Your por olio manager oversees every strategic decision,
building your client por olios through detailed efforts to
understand and define specific client investment goals,
cash flow needs, tax sensi vi es, and risk tolerances.
Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value
Beverly Hills | New York | 800-245-9888 | cnr.com
