Asset Management

In our 100 years of managing client assets we’ve never settled for the one-size-fits-all approach.

In all of our Asset Management engagements, we have two over-arching goals: minimize the variables that cannot be controlled and maximize the impact of the variables we can predict. Add to this our personal connection with you, and it’s a recipe for an Asset Management plan that’s not just right, it’s right for you. CitizensTrust Wealth Management offers the sophistication of a large investment house combined with the personal touch of an individual advisor to deliver hands-on management of your investments.

Our Experience Spans the Full Range of Asset Classes