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Citizens Advisory Solutions (Managed Accounts)

Your assets require a customized management strategy. Our Financial Advisors 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 Advisor 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 Advisor. 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.

 

Integrated Portfolios

A flexible account that may combine individual mutual funds and Exchange Traded Funds (ETF's), Wrap Strategists and Separately Managed Accounts (SMA) into a diversified, risk-based portfolio. Benefits include a single consolidated account, statement and reporting. Investment Minimum: $250,000.

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