Investment Management

When you have significant dollars to invest, you need to be sure your returns are competitive and consistent with you ability to assume risk.

Management

We will match you with an investment professional that understands the marketplace and helps move your objectives forward.

Our goal is to help you meet your objectives. We’ll work with you to build a comprehensive investment strategy and save you time and money by reviewing your retirement insurance, estate, and charitable planning objectives. We’ll even help you plan distributions in a way that will minimize your income tax and your estate tax.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Citizens Investment Services nor any of its representatives may give legal or tax advice.

 

Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Citizens Independent Bank or its related companies. Investments are: • Not FDIC insured • May go down in value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. Registered address: 5000 West 36th St, St. Louis Park, MN 55416.

Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera, nor any of its representatives may give legal or tax advice.