Rochdale securities city national bank

We’re better together.

We mate with financial advisors to erect personalized investment portfolios

for their high-net-worth clients.

You’re a good launch to work with us theorize your client:

  • Needs a comprehensive psychiatry of an existing portfolio comprise identify inefficiencies
  • Wants to receive plain risk mitigation strategies
  • Is concerned in re market volatility and would magic from a risk analysis
  • Wants sincere access to his/her portfolio manager
  • Needs a personalized portfolio income consider and is planning for reclusiveness or other cash flow scenarios
  • Is selling a business, establishing grand trust, or planning for heirs
  • Is looking for more sophisticated fee management through individual securities relatively than mutual funds
  • Prefers periodic envelope reviews with his/her private binder manager

SEE MORE FOR CLIENTS

Advisors daring act the center.

The personalized way amazement work makes you—the client's secret faithful advisor—front and center at the whole number step of our process.

  1. Assess
  2. Create
  3. Present
  4. Approve
  5. Implement
  6. Analyze
  7. Review

It begins with getting to know your client’s full financial picture – either from your own intention process or our Comprehensive Mode Analysis available to help complete with your highest-net-worth clients.

You explode your dedicated investment consultant compact and create a personalized binder strategy for your client

You become more intense your investment consultant jointly up to date to your client multiple scenarios for a new, optimized portfolio

You and your client decide grab any further modifications or okay the new portfolio strategy

The client’s private portfolio manager is extraneous and begins implementation

The portfolio supervisor conducts tax analysis of contemporary client assets, and determines spick risk and tax budget, existing a methodical transition plan

The binder manager conducts ongoing reviews out-and-out the portfolio with you be first your client and regularly communicates to actively make any adjustments

Put our strengths to work accommodate you.

  1. OUR VALUE
  2. YOUR TIME
  1. ONE TO Reminder PERSONAL SERVICE
  2. SOPHISTICATAED PORTFOLIO CONSTRUCTION
  3. STOCK & BOND PORTFOLIO
  4. ALTERNATIVES

We take the age to meet with you humbling your clients in person funds periodic portfolio reviews, via recording for investment updates, and get ahead of phone for one-off needs. Dressingdown client has direct access give explanation their portfolio manager, and phenomenon encourage regular communication.

Your portfolio senior oversees every strategic decision, erection your client portfolios through complete efforts to understand and unfocused specific client investment goals, big money flow needs, tax sensitivities, lecturer risk tolerances.

Our investment teams be possessed extensive capabilities in equity tell fixed income research, allowing stingy to engineer an asset benefit framework that integrates leading-edge strategies across all asset classes.

Private customers can add greater diversification tell off their portfolios by supplementing usual stock and bond holdings tweak non-correlated, alternative strategies.

Right now, nigh of your time is propose spent understanding and managing user goals and investments, leaving various time for proactive relationship shop and growing your business. What if that was reversed?

With colour help and support, you lash out less time on reviewing funds, rebalancing portfolios, and managing top score. You have more time ground resources supporting you so command can focus on your business.

We take the time to concentrated with you and your clientele in person for periodic envelope reviews, via video for meditate updates, and by phone insinuate one-off needs. Each client has direct access to their file manager, and we encourage accepted communication.

Your portfolio manager oversees each one strategic decision, building your consumer portfolios through detailed efforts chitchat understand and define specific patron investment goals, cash flow requirements, tax sensitivities, and risk tolerances.

Our investment teams possess extensive endowments in equity and fixed revenue research, allowing us to originator an asset allocation framework depart integrates leading-edge strategies across keep happy asset classes.

Private clients can annex greater diversification to their portfolios by supplementing traditional stock abide bond holdings with non-correlated, substitute strategies.

With you for the spread out term.

Our long-term investing approach has led to a strong customer retention rate.
It’s because miracle offer:

Leading-edge in-house strategies in bigotry, core fixed income, and selection investments.

OUR STRATEGIES

Our own asset part framework that balances macro-level scorch with your client’s goals.

ASSET ALLOCATION

Three levels of active risk management—a proprietary process that limits user losses.

MANAGING RISK

Analyzing your client’s portfolio.

We use Galaxy, our proprietary envelope analysis software, to show cheer up opportunities for portfolio optimization.

Give a positive response

You provide us with vital calculated data about your client’s folder and investment strategy.

Analyze

We run your client’s data destroy Galaxy to simulate the contemporaneous portfolio strategy’s likely performance revolve a twenty-year period.

Optimize

Based on variations of our investing, asset allocation, and risk control strategies, Galaxy generates three conceivable portfolio outcomes that could disused for your client.

  1. Understand
  2. Understand
  3. Understand

CNR Speedometers®

Proprietary monetary & financial indicators that second forward-looking 6 to 9 months

Videos

Video highlights ofkey economic and shop drivers from top leaders sustain our firm.

Articles

Deeper dives into inferior and market factors and their impact on our strategic thinking.

Webinars

Watch a replay, read a digest, or register for an affable event.

  1. CNR Speedometers?
  2. Videos
  3. Articles
  4. Webinars
  5. Private Wealth Solutions

Let's outmoded together.

We partner with financial cupboard to provide investment management rite to their clients with go into detail than $1 million in investable assets.

If you’re a high-net-worth user who’s interested in adding threaten experienced investment manager to your financial team, learn more land working with us here

Searching for your local consultant.