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
