Investment Services
Helping You Achieve
More
CitizensTrust Investment Services is
committed to helping our clients turn their aspirations and financial dreams
into realities. Personal service is at
the heart of our client relationships. Our
goal is to provide access to high-quality, comprehensive financial services in
an atmosphere that allows us to get to know you better – your family, your
business, your financial goals and your investment needs.
Our Financial Consultants can assist you with
a wide array of financial and wealth management strategies, including services
such as:
To
learn more about these and other investment strategies, contact your local
View Your
Brokerage Account On-Line
NetExchange
Client gives you timely information about your portfolio so you can make more
informed investment decisions. You have secure access to your net equity, cash,
margin, and more, in addition to the ability to check order status. You can
even review up to 2 years of account transaction history. Try our Portfolio Demo.
To view your
NetExchange Client account online Login
at your convenience.
NetExchange
Client lets you take control of your financial future as you invest online from
your Personal Computer. Try our Trading Demo.
|
Select
a Financial Calculator for interactive calculations, dynamic graphs and fully
customizable reports. |
Asset Allocator - Your
age, ability to tolerate risk and several other factors are used to calculate a
desirable mix of stocks, bonds and cash.
Retirement Planner - Quickly determine if your retirement plan is on track - and learn how to keep it there.
401(k) Spend It or Save It Calculator - There are several ways to manage your 401(k) when you leave an
employer. Making the wrong decision can cost you thousands of dollars both in
taxes and lost earnings.
UVEST and CitizensTrust Investment Services are
independent entities.
OSJ:
UVEST Financial Services
200
S. College St. 21st Floor
Charlotte,
1.800.277.7700