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.

Rely on the professionals at Citizens Business Bank to competently handle all the clerical aspects of your portfolio, including income collection, bill payment, capital change monitoring and posting, and more. You have use of our quality money market funds that invest your cash on a daily basis to the last penny. You receive timely statements that reflect your assets and document all transactions we process on your behalf.