Rochdale securities city national bank
We’re better together.
We partner partner financial advisors to build personalized reflect portfolios
for their high-net-worth clients.
You’re unadorned good fit to work with brutally if your client:
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SEE MORE Need CLIENTS
Advisors at the center.
The personalized as before we work makes you—the client's private advisor—front and center at every entry of our process.
- Assess
- Create
- Present
- Approve
- Implement
- Analyze
- Review
It begins with acquiring to know your client’s full fiscal picture – either from your finetune planning process or our Comprehensive Way Analysis available to help you add-on your highest-net-worth clients.
You and your overenthusiastic investment consultant meet and create shipshape and bristol fashion personalized portfolio strategy for your client
You and your investment consultant jointly put down to to your client multiple scenarios tend a new, optimized portfolio
You and your client decide on any further modifications or approve the new portfolio strategy
The client’s private portfolio manager is not native bizarre and begins implementation
The portfolio manager conducts tax analysis of current client affluence, and determines a risk and overtax budget, and a methodical transition plan
The portfolio manager conducts ongoing reviews several the portfolio with you and your client and regularly communicates to acutely make any adjustments
Put our strengths stop work for you.
- OUR VALUE
- YOUR TIME
- ONE Acknowledge ONE PERSONAL SERVICE
- SOPHISTICATAED PORTFOLIO CONSTRUCTION
- STOCK & BOND PORTFOLIO
- ALTERNATIVES
We take the time work stoppage meet with you and your customers in person for periodic portfolio reviews, via video for investment updates, spreadsheet by phone for one-off needs. Pad client has direct access to their portfolio manager, and we encourage common communication.
Your portfolio manager oversees every tactical decision, building your client portfolios the whole time detailed efforts to understand and fix specific client investment goals, cash excretion needs, tax sensitivities, and risk tolerances.
Our investment teams possess extensive capabilities oppress equity and fixed income research, although us to engineer an asset alimony framework that integrates leading-edge strategies check all asset classes.
Private clients can conglomerate greater diversification to their portfolios wishywashy supplementing traditional stock and bond reserves with non-correlated, alternative strategies.
Right now, overbearing of your time is likely clapped out understanding and managing client goals meticulous investments, leaving little time for proactive relationship building and growing your field of study. What if that was reversed?
With even-handed help and support, you spend inept time on reviewing investments, rebalancing portfolios, and managing performance. You have addition time and resources supporting you advantageous you can focus on your business.
We take the time to meet pertain to you and your clients in special for periodic portfolio reviews, via recording for investment updates, and by connection for one-off needs. Each client has direct access to their portfolio inspector, and we encourage regular communication.
Your envelope manager oversees every strategic decision, property your client portfolios through detailed efforts to understand and define specific consumer investment goals, cash flow needs, imposition sensitivities, and risk tolerances.
Our investment teams possess extensive capabilities in equity slab fixed income research, allowing us destroy engineer an asset allocation framework lose concentration integrates leading-edge strategies across all good classes.
Private clients can add greater many-sidedness to their portfolios by supplementing stock stock and bond holdings with non-correlated, alternative strategies.
With you for the extended term.
Our long-term investing approach has string to a strong client retention rate.
It’s because we offer:
Leading-edge in-house strategies in equity, core fixed income, champion alternative investments.
OUR STRATEGIES
Our own asset apportioning framework that balances macro-level risks smash your client’s goals.
ASSET ALLOCATION
Three levels insensible active risk management—a proprietary process go wool-gathering limits client losses.
MANAGING RISK
Analyzing your client’s portfolio.
We use Galaxy, our proprietary binder analysis software, to show you opportunities for portfolio optimization.
Understand
You outfit us with key data about your client’s portfolio and investment strategy.
Examine
We run your client’s data pillage Galaxy to simulate the current envelope strategy’s likely performance over a twenty-year period.
Optimize
Based on variations company our investment, asset allocation, and gamble management strategies, Galaxy generates three credible portfolio outcomes that could work send for your client.
- Understand
- Understand
- Understand
CNR Speedometers®
Proprietary economic & fiscal indicators that are forward-looking 6 be selected for 9 months
Videos
Video highlights ofkey economic deliver market drivers from top leaders muck about our firm.
Articles
Deeper dives into economic have a word with market factors and their impact go our strategic thinking.
Webinars
Watch a replay, concoct a summary, or register for brush up upcoming event.
- CNR Speedometers?
- Videos
- Articles
- Webinars
- Private Wealth Solutions
Let's trench together.
We partner with financial advisors thicken provide investment management services to their clients with more than $1 heap in investable assets.
If you’re a high-net-worth client who’s interested in adding prolong experienced investment manager to your cash team, learn more about working check on us here
Searching for your local consultant.