Investor Resources

Our investment professionals pride themselves on being a central resource for you and your investment needs. Check out the resources below for the latest investment news and information.

View the latest edition of QuarterNotes, a newsletter designed to give you the latest information and tips to achieve financial independence.

Citizens Investment Services provides a variety of investment articles and resources to help you expand your investing knowledge. The articles below are available for your convenience in PDF format.


View this quarter’s edition of the Market Recap, a newsletter that reviews market performance and takes a look at the key catalysts driving the month/quarter's performance. The commentary also analyzes the current market environment and potential market drivers going forward.


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.

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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.

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