Asset Management

The CitizensTrust Wealth Management team specializes in planning that’s tailored to you, your goals, and your vision. In our 100 years of managing client assets we’ve never settled for the one-size-fits-all approach.

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.

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.

We manage assets for a range of needs, including:

  • Families seeking to protect and grow their assets
  • Individuals and families looking to optimize their tax strategies
  • Businesses seeking liquidity, long-term capital management, or benefit plan oversight
  • Endowments and foundations
  • Taft Hartley plans

 

Our experience spans the full range of asset classes, including:

  • Equities
  • Fixed Income
  • International Equities
  • Real Estate and REITs
  • Alternative Assets

 

Start making your assets work for you today. Call us at 888.734.4222 to connect with an Asset Management professional.

 

Citizens Business Bank is not a registered broker/dealer. Trust and Wealth Management are provided by CitizensTrust Wealth Management.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Government Agency • Not a Bank Deposit

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