A tradition of trust.

At CitizensTrust, we understand that the successful management of one’s financial affairs is determined by more than investment performance alone. Whether you are an institutional client or a private client; whether our role is to manage the details of a trust or to provide investment advisory services; whether our clients are planning for the next year or the next generation, our experts understand that complex needs demand sophisticated solutions.

 

The cornerstone of our approach is to understand completely our clients’ unique situation. Only by listening to our clients can we begin to develop a customized strategy to attain their individual goals. We compliment this planning process with investment advice that is independent, objective and conflict free. While most investment professionals need only to make recommendations that are appropriate, as a fiduciary, we are held to the highest standard…to do what is in our client’s best interest.

 

The faith that our clients place in our hands is a responsibility that we do not take lightly. Our continual charge is to provide our clients with timely advice and an outstanding level of service. I invite you to explore the breadth of our investment and wealth management offerings and learn more about what it means to be a CitizensTrust client.

 

Chris Walters
CitizensTrust’s Executive
Vice President and Manager