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Investment Management

Find the Investment Management solutions
for your short-and long-term business needs
through Citizens Wealth Management.

Citizens Wealth Management offers various levels of Investment Management Services for your business—with tailored products and services available to help meet your company's unique needs:

Citizens Private Bank &Trust provides a disciplined investment approach and individually managed portfolios that are customized to the specific requirements of your company's investment policy. You'll work closely with your portfolio manager and team of professional advisors to form a disciplined investment approach and an individually managed portfolio, which may include:

  • 24/7 help with all of your banking and investing needs.
  • Custody services to complete a merger, acquisition or other transactions.
  • Not-for-profit services to support your organization in achieving your mission.
  • Deliver Localized sophisticated wealth management solutions to help you achieve the future goals of your business.

Call 1-800-242-2224

Citizens Investment Services Capital Markets Group offers helpful one-on-one services for short-term solutions. Designed for companies who manage their company's cash investment portfolio in-house, we can help maximize your returns on excess working capital or cash reserves by purchasing high-grade fixed-income securities, which may include:

  • Taxable Fixed-Income Securities such as U.S. Treasury Bills, Notes and Bonds
  • U.S. Government and Agency Securities
  • Corporate Bonds
  • Preferred Stock
  • Commercial Paper
  • Money Market Instruments
  • Municipal Bonds
Whether your portfolio is short- or medium-term fixed income, balanced or invested in U.S. or global equities, a Citizens Client Advisor and a multi-disciplined team of professional advisors are here to help ensure your company's goals are being met.

Additionally, our credit-trained Institutional Relationship Managers will review your investment guidelines and objectives and work with you to purchase those securities that help meet your organization's liquidity, investment and credit goals.

If you would like to learn more about Citizens Investment Services Capital Market products and services:

Call 1-800-267-6953

You can also visit a local branch, or we'll contact you when you fill out the following quick and easy form:


Not sure where to begin?

Get started on the right track by learning more about investing in order to better understand your options:


Value of a Financial Consultant

General FAQs

Market Insight


 

 

1-800-242-2224

Contact a Citizens Financial Consultant today.

Monday to Friday:
8am – 6pm EST

Or, complete our quick and easy form and we'll contact you.

 
Find a Local Branch
Over 1,200 branches close by.
 

 

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-800-942-8300. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED  · NOT BANK GUARANTEED  · MAY LOSE VALUE  · NOT A DEPOSIT  · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY



Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.



Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.