Custody Services

As the value and the variety of your assets increase, several important considerations come into play:

• Physical security and safekeeping.
• Timely collection and reinvestment of dividends and other income.
• Independent pricing or valuation of your total assets on a periodic basis.
• Accurate record keeping and a consolidated overview of all your assets and investment activity.

For more than 30 years, sophisticated investors and business owners have put these concerns to rest by choosing the personal custody services of City National. They know that their assets are secure and their records are accurate. And they know that additional services such as securities sales and trading, investment management, retirement planning and property management are close at hand should the need arise.

Service that Caters to Your Needs

Some investors allocate their assets among several money managers and types of holdings. Others prefer to make their own decisions, requiring only that their transactions be executed efficiently and their activities be recorded accurately and in a timely manner.

Whatever your approach, City National can help you maintain strategic control over your portfolio. We provide consolidated statements that accurately reflect the value of your overall investment position. If you wish, we can independently price your portfolio or impartially evaluate the performance of your investment advisor.

Getting Started

To speak with City National in more detail about our Personal Custody Services, contact us or call (800) 708-8881.