City National Securities, Inc.

City National Securities, Inc. is an investment adviser and broker-dealer registered with the SEC, offering the City National Securities Investment Advisory Program, a wrap fee program designed to help clients manage their wealth. The Program provides professional wealth management services, including goal assessment, asset allocation strategies, money management, and ongoing monitoring with a dedicated advisor. The Sub-Advisor, City National Rochdale, provides investment advisory and portfolio management services for Program clients. Clients can impose reasonable restrictions on their accounts, but restrictions must align with the overall investment strategy. Custodial services are provided by City National Bank or Charles Schwab & Co., Inc. Clients pay a bundled fee based on asset value, covering portfolio management, transaction costs, and custodial services. The Program offers various investment strategies, including conservative growth & income, fixed income, and liquidity management. Clients must maintain a minimum of $250,000 to invest in the Program. The Sub-Advisor periodically reviews client accounts and has discretion to make changes to the allocation and holdings within the strategies. Clients receive regular account statements and performance reports. The firm has a Code of Ethics and policies to address potential conflicts of interest. Additionally, the firm does not compensate for client referrals and is financially stable.