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Wealth Management & Investment Services

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Wealth Management

Asset Management

Our Wealth Management Group professionals work closely with you to design and manage a securities portfolio that complements your specific investment objectives.

Your asset allocation consists of quality money market funds, well-researched equities, and investment quality fixed income obligations. Formal and documented reviews of your portfolio are conducted on a regular basis. You receive timely asset and transaction statements detailing all the activity in your portfolio.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this may only discuss and/or transact securities business with residents of the following states: CA

Investment Products
Not FDIC Insured - No Bank Guarantee - May Lose Value

Please Note:
Any amounts invested pursuant to repurchase agreements are not deposits of the bank, are not insured by the Federal Deposit Insurance Corporation (FDIC), are not themselves guaranteed in any way by the United States or any of its agencies (even though the securities purchased by means of a repurchase agreement may be), are not a money market certificate but are subject to investment risks, including possible loss of principal invested.