Our Strategic Advisory Partners at City National Rochdale

The partnering of AGP Financial District with City National Rochdale (CNR), a third-party manager, is an unparalleled combination of extensively customized financial advisory and investment management expertise. City National Rochdale investment team consists of investment consultants and portfolio managers, over 85% of whom hold the Chartered Financial Analyst (CFA) designation. City National Rochdale has over $56 billion in assets under management (as of January 31, 2022).

Through a collaborative and holistic approach, we design dynamic, intelligently personalized investment portfolios for our clients to help meet their personal investment objectives tied to their individualized investment goals. No two portfolios are the same and each is built custom from the ground up.

CNR Overview
The Portfolio Management & Client Process