City National Rochdale ("CNR") is a boutique investment management firm that works with financial advisors and their high-net-worth clients. For over 30 years, they have been providing intelligently personalized investment portfolios for clients based upon their unique objectives. The firm has over $63.2B in AUM (as of July, 2023). Their investment team includes more than 50 investment consultants and portfolio managers, the majority being CFA charterholders.
No two portfolios are the same. Each client's portfolio is custom designed by their private Portfolio Manager in collaboration with the McLaughlin Private Wealth Management Team.
Together, we achieve active personalization through a collaborative, holistic approach.
CNR Portfolio Managers dedicated to servingMcLaughlin Private Wealth clients: