PARTNERING WITH CNR
PAGE 2
As with any investment strategy, there is no guarantee that investment objec ves will be met and investors may lose money.
All inves ng is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future performance.
Ge ng started
The steps below show how we work with you to help you
grow and serve your high-net-worth business. You'll always
be the central contact and rela onship manager to your
clients throughout the en re process.
A S S E S S M E N T
I M P L E M E N T A T I O N
O N G O I N G M A N A G E M E N T
Your Senior Investment Consultant will
work with you to gather informa on,
then create the custom investment
strategy which you can present to your
client together.
In our tax-sensi ve account migra on
process you and your client meet your City
Na onal Rochdale por olio manager to
discuss the goals for their por olio and
finalize the implementa on strategy.
Con nuous Communica on
You and your por olio manager will meet
periodically to discuss changes to your
client's goals and review performance.
A por olio manager to oversee every strategic
decision and build your client por olios thorough
detailed efforts to understand and define your
client's unique investment goals, cash flow needs,
tax sensi vi es, and risk tolerances.
IF YOU WANT
We're dedicated to you
and your individualized
experience.
Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value
Beverly Hills | New York | 800-245-9888 | cnr.com
