Citizens Bank & Trust private banking clients have exclusive access to investment management services and expertise. At Citizens, an experienced portfolio manager will design an investment strategy to support your goals and guide you through any market climate. Our investment management services provide a disciplined committee-supervised process complete with internal and external regulatory oversight
Thoughtful and customized guidance is provided to assist you in reaching your financial goals. Whether growing a business; building, growing, and preserving wealth; or preparing for retirement, Citizens will create a strategy designed to achieve your goals.
Your dedicated banker will construct a portfolio tailored specifically to your needs by choosing from a broad range of products and services.
| Investment Services | Transfer of Wealth | Deposit Services | Lending Options | Business Succession Planning | Financial Management |
|---|---|---|---|---|---|
| Individual Stocks | Transfer of Wealth Information | Checking Accounts | Mortgage Loans | Buying or selling businesses | Commercial Lending |
| Individual Bonds | Money Markets | Home Equity Loans | Transferring your business to the next generation | Cash & Liquidity Management | |
| Exchange Trade Funds (ETFs) | Saving Accounts | Construction Loans | Business Account Services | ||
| Mutual Funds | Certificate of Deposits | Asset Under Management Loans | |||
| Personal Lines of Credit | |||||
| Farm Loans |