Issue link: https://info.seic.com/i/1495702
Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value Beverly Hills | New York | 800-245-9888 | cnr.com A Bou que Approach City Na onal Rochdale is an investment management firm specializing in intelligently personalized por olios for high-net-worth individuals, families, and founda ons with greater than $1 million in investable assets. Our tailored solu ons are designed for clients desiring personalized por olio management strategies that address their unique situa on rela ve to investment objec ves, tax sensi vi es, income needs, or exis ng holdings with low cost basis or concentrated posi ons. Each client's por olio is built from the ground up. City Na onal Rochdale acts as a "holis c" manager, meaning we manage client's assets by using a broad spectrum of asset classes. We work with a client's exis ng holdings and develop a tax-sensi ve transi on plan to fit individual needs. We can also build por olios to complement non- portable assets (e.g., current 401(k)s, company stock, other managers, etc.). Por olios ac vely managed by dedicated Por olio Managers that work side- by-side with you. We call it Intelligent Personaliza on SM Partnering with City National Rochdale Adding our team to yours can help your practice. City Na onal Rochdale and SEI work in tandem to bring the best possible investment solu ons to your clients and advisors. Our Senior Investment Consultants (SICs) support SEI advisors to win more high-net-worth clients. City Na onal Rochdale currently manages over $2.2 billion in assets under management via SEI (as of September 30, 2022). City Na onal Rochdale and SEI are non-affiliated, separate legal en es. Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value Beverly Hills | New York | 800-245-9888 | cnr.com