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Investment Management

Invest For the Life You’re Building 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 plan tailored to your individual goals.

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Benefits of Investment Management at City

  • 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

our process