Intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies. City National Rochdale’s investment professionals have a thorough understanding of managing equity and fixed income investments, which typically form the foundation of client portfolios. Depending on each client’s investment objective, they may complement their selections with those from best-in-class external managers specializing in alternative or unique areas of the market. This disciplined investment process provides opportunity for greater diversification, as each client portfolio is constructed within their strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.
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