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Having a diversified portfolio is essential. We can help you get there by developing a personalized plan.
A well-diversified investment portfolio is an important asset in today’s economy. Your portfolio should reflect your investment horizon and risk tolerance. Taking on more risk may yield potentially greater rewards, while taking on less risk typically may mean smaller potential rewards.
Citizens Investment Services Financial Advisors are here to work with you to develop a personalized plan that encompasses a wide array of diverse investment products to help you with your goals while taking into account your timeline and risk tolerance. This plan may include these strategies:
A stock is an actual share or percentage of ownership in a company. When you invest in stocks, you may benefit from the success of a company if the company does well. While stocks are higher-risk assets, they can also potentially offer greater returns.
A bond is a debt or loan that an entity (usually corporate, municipal, or governmental) takes out to raise capital. When you invest in bonds, the bond issuer, and the entity pays you back sometimes with interest until a defined maturity date.
Mutual funds are professionally managed portfolios of securities (which may include stocks and bonds) with a set objective funded by pooled investor assets.
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.
A Citizens Investment Services Financial Advisor can help you develop a personalized investment portfolio offering:
If you'd like to learn more about starting a plan or would like a second look at your current investment portfolio, simply call us at 1-800-242-2224 to request a complimentary financial review with one of our financial advisors.
Diversification does not ensure a profit or guarantee against a loss.
Try our retirement planner calculator to see if you are on track for retirement.
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