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General Investing

Investing can be an important part of building toward your long-term goals. It's important to optimize your strategy based on your timeline and risk tolerance. Citizens Investment Services is here to provide you with the guidance you need to create a diverse portfolio from a wide array of investment options and products customized uniquely for you.

In addition to investments, Citizens Investment Services can also provide other strategies, such as insurance to help safeguard your financial future.

Questions? Ask us.
Questions? Ask us.

SpeciFi digital advisor

It's a digital investing platform that lets you manage your investments with confidence. SpeciFi can build a personalized portfolio tailored to your needs and regularly optimize your investments for you, so you can focus on everything else in your life.

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SpeciFi Features
  • Customized Investment Portfolio
  • Automated Rebalancing
  • Low Annual Asset Management Fee
  • Financial Advisor Consultations
  • Investment Guidance Tool
  • Easy Access From Online Banking

Stocks, Bonds, Mutual Funds, ETFs and Managed Money

Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.

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Get information on
  • Investing in stocks and bonds
  • Investing in mutual funds and electronic exchange funds (ETFs)
  • Investing in managed money

Citizens Advisory Solutions (Managed Accounts)

Managed Money is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.

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Get guidance on
  • Building a diversified portfolio to manage risk
  • Accessing institutional managers to handle today's volatile markets
  • Simple and competitive asset based fee

Insurance Protection

Securing your family's future starts with understanding your insurance needs. Our experienced financial consultants can review your portfolio and help you determine where insurance fits into your financial goals.

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Get guidance on
  • Life insurance
  • Disability insurance
  • Long-term care insurance

SpeciFi digital advisor

It's a digital investing platform that lets you manage your investments with confidence. SpeciFi can build a personalized portfolio tailored to your needs and regularly optimize your investments for you, so you can focus on everything else in your life.
Learn More

Stocks, Bonds, Mutual Funds, ETFs and Managed Money

Diversify your long-term financial plan with a variety of investment options. We can help you figure out what kind of allocation might fit your goals and risk tolerance.
Learn More

Citizens Advisory Solutions (Managed Accounts)

Managed Money is a comprehensive disciplined approach delivering a customized investment portfolio based on your long-term goals and risk profile, using institutional managers to handle the day-to-day investment decisions.
Learn More

Insurance Protection

Securing your family's future starts with understanding your insurance needs. Our experienced financial consultants can review your portfolio and help you determine where insurance fits into your financial goals.
Learn More

 

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