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City National Rochdale - Partnering Guide

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PARTNERING WITH CNR PAGE 5 When to partner with City Na onal Rochdale Wants direct access to senior por olio strategists and por olio managers Needs a personalized por olio income strategy and is planning for re rement or other cash flow scenarios Is concerned about market vola lity and would benefit from a risk analysis Needs a comprehensive analysis of an exis ng por olio to iden fy inefficiencies Has any social, personal, or other special por olio constraints Is selling a business, establishing a trust, or planning for heirs Prefers to review performance with the experts who directly manage their por olio Is concerned about the tax implica ons of their investment por olio IF YOUR CLIENT... IF YOU WANT Objec ve advice from your dedicated por olio manager with complete independence to invest your client's best interest. A por olio strategy tailored to your client's evolving needs, powered by in-house research, a tax-sensi ve approach, and protected by three levels of ac ve risk management. Regular communica on from your investment team and adjustments to ensure your client's por olio performs. Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value Beverly Hills | New York | 800-245-9888 | cnr.com

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