Investment Affiliates

A Greater Degree of Choice and Independent Advice

As a result of our strategic acquisitions, our investment strategies now include access to a broad group of affiliated investment management firms – in addition to City National Asset Management. This brings together a broad array of premier wealth managers and investment solutions, providing clients with a greater degree of choice and independent investment advice. Each investment management firm retains its own independence, executive leadership, operating style and investment strategies.

Affiliated Investment Management firms include:

• Convergent Wealth Advisors (Rockville, MD; Los Angeles, New York)
• Clifford Swan Investment Counsel (Pasadena, CA)
• Lee Munder Capital Group (Boston, MA)
• AMBS Investment Counsel (Grand Rapids, MI)
• Mid-Continent Capital (Chicago, IL)