City National Approach

City National Asset Management is the investment management group within City National. Our experienced and highly trained investment managers work, under the leadership of our Chief Investment Officer, with other members of City National's Private Client Services team to provide our unique brand of complete financial solutions and outstanding service.

Strategic decisions make the difference.

Any investment manager would agree that long-term performance is the goal, and City National is no exception. We strive to provide our clients with results that outperform most market benchmarks. City National has been widely acknowledged for its highly competitive investment performance; our success in that area speaks for itself.

However, at City National we believe what truly distinguishes great investment management is the strategic thinking we provide for our clients. Strategy guides critical decisions that ultimately determine long-term performance and whether or not the goals are achieved. Decisions are based on:

• A thorough assessment of economic trends
• An in-depth understanding of market conditions
• A strategic framework that highlights key market opportunities and guides sound investment decisions

The client is at the center of all we do

We believe in a diverse and thoughtful asset allocation strategy that reflects and incorporates a client's unique needs and preferences. From day one of the relationship, our investment managers set priorities based on individual client priorities, attitudes toward risk, and stage in the wealth management life cycle. Knowing that all of our clients seek objective, trusted advice, we focus on specific investment goals and implement strategies that match their objectives - objectives directly affected by:

• Degree of risk tolerance
• Individual and family time horizons
• Tax considerations
• Current holding that will be incorporated into an overall plan

The optimal approach accomplishes the client's goals and enhances returns while lowering risk and guarding against downturns in the various markets.

Our commitment to you

We stress the importance of objective and appropriate asset allocation because it is the principal driver of performance.

• We do not underwrite stocks and we don't facilitate IPOs.
• Our investment advice is not influenced by corporate relationships.
• We are committed to trusted personal relationships, complete integrity and long-term financial solutions.

An experienced management team is key.

Our excellent track record and reputation for long-term client relationships attract high caliber professional managers with extensive industry and market experience.

The complementary backgrounds and collective wisdom of our asset management team members are applied to every client's portfolio. Together with our Chief Investment Officer, City National asset managers continuously monitor the financial markets, discuss market movement, share insights and craft potential strategies for our clients.

A City National Asset Management investment manager is assigned to each client and is responsible for translating overall strategy to his or her client's portfolio. This manager is supported by investment research specialists and backed by investment executives who meet regularly to review the team's investment process and performance.

A customized communication plan is also developed to ensure that the client has direct and regular contact with his or her investment manager. During times of high market volatility, communication is open and frequent. A City National Asset Management client has several touch points to supplement direct interaction with the investment manager, including:

• Written portfolio appraisals
• In-person review meetings
• Monthly statements
• Online access to portfolio information

Getting Started

As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.

To learn more, please contact us or visit us at one of our Private Client Services locations.