Investment Management

Image: Wealth website header dock chairs.png does not have a caption

Personalize Your Investment Plan with City Wealth Management

With no propriety products and an all-inclusive, no-hidden-fee structure, your City Wealth Management advisor will create a custom investment strategy tailored to your individual goals.

Our Process

Benefits of City's Investment Management

  • Investment program tailored to your needs
  • Safekeeping of securities
  • Collection and reinvestment of income
  • Detailed record keeping
  • All-inclusive fee structure
  • No proprietary products or third-parties
  • Solid investment advice from experienced professionals

Investment Management FAQ

Who manages my portfolio?
Your City Wealth Management advisor, along with our in-house Investment Team, manages all client portfolios.

Are there any third parties involved?
We do not use third-party services to create your personalized plan or manage your accounts – all of that is managed in-house by the City team.

How do I access my money?
Call your advisor or stop by your local branch.

How long does it take to get my money?
It depends on how your money is invested; it can be as little as the same day or up to 3 days.

How often can I make changes?
Your advisor will discuss potential changes during periodic reviews of your goals and portfolio, but you can request changes at any time.

How often will I meet with my advisor?
Periodic reviews of your goals and portfolio are important to ensure your plans are on track. Many clients like to meet quarterly, but we can work with you to determine what best meets your needs.

Contact your local advisor to learn more about our Retirement, Investment and Trust & Estate services.