When you’re involved in managing assets for a non-profit organization, meeting your fiduciary responsibilities has never been as important as it is today. We understand these issues and work in partnership with you to preserve and grow your organization’s assets by providing the range of services you need.
When your non-profit organization has significant dollars to invest, you need to be sure your organization’s returns are competitive. We match you with investment professionals that understand the marketplace and help move your organization’s objectives forward.
We’ll work with you to build a comprehensive investment strategy – providing ideas about ways to achieve your objectives as the market, trends and tax laws change so you can feel confident your portfolio is working the way you want it to. 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.
Your investment goals and needs are unique. With the help of an investment executive you can work toward reaching your objectives through a variety of personalized programs. Your investment executive will work with you to understand your needs, develop your own investment strategy, design your portfolio, implement your financial plan, review your portfolio on a regular basis and more.
A wide variety of customized programs exist but with an investment executive working on your behalf, you’ll have the strength and support you need to professionally manage your assets and work toward your long-term financial goals for a convenient quarterly asset management fee. Our asset management programs are sophisticated, flexible and competitive, providing you with a full array of features that include:
- Minimum account size – as little as a $25,000 investment
- Access to numerous investments
- Mutual fund allocation modeling and active, ongoing management
- Automatic rebalancing to help keep your portfolio properly diversified
- No commission or sales charges on funds
- Monthly statements and quarterly reports
We can help you preserve and enhance your organization for future generations with a uniquely designed trust.
Besides a variety of trust services, we give you the personal attention and experience to analyze your distinctive circumstances, before making specific recommendations. Our products include: Revocable Living Trusts, Irrevocable Trusts, Charitable Trust Services, Family Foundations and more. Trust services offered through BOK Financial and Members Trust.
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.
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.
Check the background of Citizens Investment Services' investment professionals on FINRA's BrokerCheck.