About City National Rochdale

City National Rochdale is an investment management firm specializing in intelligently personalized portfolios for high-net-worth individuals, families, and foundations with greater than $1 million in investable assets. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low cost basis or concentrated positions.

Each client’s portfolio is built from the ground up. City National Rochdale acts as a “holistic” manager, meaning we manage client’s assets by using a broad spectrum of asset classes. We work with a client’s existing holdings
and develop a tax-sensitive transition plan to fit individual needs. We can also build portfolios to complement non-portable assets (e.g., current 401(k)s, company stock, other managers, etc.).