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Our Mission

City National's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions.

Wealth Management » Investing

Investing

A Robust Offering of Sophisticated Investment Strategies

Whether you need advice, want to execute a trade or want us to manage your portfolio, City National Bank offers you a full spectrum of investment managers, asset classes and sophisticated investment strategies providing diversification and opportunity for enhanced performance. 

Our Focus: delivering performance

Actively listening to your needs and expectations is the cornerstone of intelligently personalized portfolio management. As a client, you will have direct access to a dedicated City National advisor who will maintain an open and ongoing dialog with you. Working in close partnership with your trusted advisor, our knowledgeable investment professionals develop a "personal benchmark" that is unique to you. Your personal benchmark becomes the blueprint for your portfolio's strategy and ultimately, its performance.

Advantages of our asset management program include:

  • State-of-the-art portfolio management that helps meet performance objectives
  • Unique market insights that can enhance a portfolio
  • Access to alternative investment strategies that may reduce risk and enhance returns

Foundation for Performance: Research and Innovative Strategies

City National’s approach to investing begins with disciplined research. Our investment professionals have extensive capabilities in equity and fixed income research, and our asset allocation framework integrates leading-edge strategies across all asset classes.

Experience and expertise behind client portfolios

Our executive investment committee and Chief Investment Officer lead a team of experienced professionals who are dynamically engaged in security research, economic analysis and development of asset allocation strategy. Your portfolio is constructed within our strategic framework and then personalized to help achieve your personal benchmark and meet your unique goals.

Performance is actively managed by strategically adjusting allocations based on changing needs, market environments and risk – while maintaining an open dialogue with you.

Investment managers working together

Using diverse asset classes, strategies and investment managers may help to enhance your returns, but only when you have an effective overall strategy in place. Intelligent strategy, proprietary research and effective risk management are key advantages to City National Bank's investment program. We apply our disciplined investment process to develop a personalized performance strategy for you with the right balance of risk and return to help you reach your goals.

At City National Bank you can blend time-tested investment strategies from our own subsidiaries and affiliates with those of other high quality managers from around the world - giving you full confidence that all of your investments are working in combination to achieve success.

City National Rochdale

Our proprietary investment management firm and wholly-owned subsidiary, City National Rochdale, specializes in intelligently personalized portfolio management for high-net-worth individuals, families and foundations. With well over 25 years of experience, they offer sophisticated, one-of-a-kind portfolios that are tailored to a client's personal benchmark.

The portfolio manager meets with each client to review the portfolio performance against the client's goals and personal benchmark, as well as against market performance. Clients of City National Rochdale benefit from in-depth research and proprietary portfolio management.  Like City National Bank, the firm has an unwavering commitment to partnering with clients and their trusted advisors – and is highly regarded for long-term relationships. 

Convergent Wealth Advisors Our independent affiliate Convergent Wealth Advisors delivers objective, holistic wealth advisory services. The Convergent team is highly regarded for its money manager selection and due diligence, and has been an industry pioneer - from new technologies to the early use of alternative investments.
Clifford Swan Investment Counsel Our independent affiliate Clifford Swan was founded in 1915 as an independent investment-counseling firm, and is well known for their focus on wealth preservation and long-term reasonable growth. Clifford Swan also is known for their planned giving programs which foster the philanthropic goals of individuals and the organizations they support.
Lee Munder Capital Group Our independent affiliate offers institutional investment capabilities through equity, fixed income and global investment strategies.
City National Securities* Provides self-directed brokerage services and offers broad access to the fixed income markets, in addition to its array of managed solutions and mutual funds. Learn more»

Getting Started

To learn more about how our network of investment talent and ideas can help you achieve your financial goals, please contact us at (800) 773-7100.

Investment and Insurance Products:
• Are Not insured by the FDIC or any other federal government agency
• Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
• May Lose Value

Brokerage services are provided by City National Securities, Inc., member FINRA / SIPC, a wholly owned broker/dealer subsidiary of City National Bank.