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Citizens Advisory Solutions (Managed Money)

Your assets require a customized management strategy. Our Financial Consultants can develop a personalized plan to help you with your goals.

Questions? Ask a Citizen.

Questions? Ask a Citizen.

An advice driven relationship

Between you and your Financial Consultant built on communication and guidance. We begin by understanding your needs, goals and how you want to get there. Your customized portfolio is then developed using institutional investment managers.

Citizens Advisory Solutions takes a comprehensive, disciplined approach to helping you build a diversified, risk-managed portfolio.

 

Custom Select Portfolios

A diversified risk-based model portfolio offering approved mutual fund and Exchange Traded Funds (ETF's) solutions, managed by you and your Financial Consultant. Investment Minimum: $50,000

 

Wrap Strategists

A diversified risk-based model portfolio utilizing mutual funds, Exchanged Traded Funds (ETF's), or both, and managed by industry leading third party asset managers. Investment minimums: $25,000 - $ 50,000.

 

Separately Managed Account (SMA)

A risk-based solution offering direct ownership of the individual stocks and bonds held in the portfolio, providing greater customization and enhanced tax efficiency, managed by institutional asset managers. Investment Minimums: $100,000 - $250,000.

 

Unified Managed Account (UMA)

A diversified risk-based portfolio combining the benefits of mutual funds, Exchange Traded Funds (ETF's) and Separately Managed Accounts (SMA) into a single account. Investment Minimum: $250,000.

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