For nearly 100 years, affluent families and middle market foundations have counted on the team at CitizensTrust to manage their assets through good times and bad.  Deftly balancing tradition and stability with innovation and flexibility, CitizensTrust helps its clients focus on improving their lives and legacies through its 360-degree process of wealth management, bringing resources to bear on asset management, financial, business and estate planning, business succession planning and charitable endeavors. Discreet and diligent, CitizensTrust is at work 24/7 for its clients.

Uniquely, CitizensTrust complements its own portfolio management with the talents of the top investment managers in the world, enabling the firm to customize portfolios to meet each client’s individual needs. Further, CitizensTrust’s internal management and overlay operations enable tax management at the client level, creating an additional source of net return. Finally, the firm’s proprietary asset allocation modeling and manager selection process ensure that clients are appropriately invested for multiple goals, all of which may have different time horizons. 

Earning the confidence of clients since 1912, CitizensTrust is different in ways that count. Learn more today by contacting a Private Client Advisor at info@citizenstrustwealth.com.

1010 East Colorado Boulevard

Pasadena, CA 91106

(888) 734-4222