Asset Allocation

As professional investment managers with more than three decades of experience, we know the most critical element in achieving superior long-term performance is asset allocation - the strategic deployment of capital among various types of investments to ensure optimal participation in the markets with the best returns.

We also know that asset allocation must be a dynamic process that combines our carefully considered viewpoint on the markets as well as the changing individual circumstances of each client who entrusts capital to us.

Consequently, we utilize an investment management structure that offers a number of different asset allocation models to achieve the specific objectives and reflect the specific preferences of our clients.

Sophisticated Modeling Techniques

Our asset allocation process uses sophisticated modeling techniques to:

• Assess expected returns for stocks, bonds and money market instruments.
• Determine the portfolio risk associated with historical data to analyze the interrelationship of each asset class.

This quantitative approach is combined with a client-driven determination of portfolio objectives to arrive at an optimal investment selection.

Maximum Flexibility

We utilize various portfolio models, each structured to achieve different investment objectives.

The combination of continual asset balancing and the choice of different allocation strategies provides our clients with maximum flexibility. In all cases, the wishes and needs of our clients always govern the choice of allocation strategies.

Getting Started

To speak with a City National representative in more detail about our Personal Asset Allocation process, contact us or call (800) 708-8881.