At Citizens Wealth Management, our team will provide personalized administrative and investment management services for Private Foundations, Endowments, and Charitable Institutions. We use a consultative approach and offer a wide range of services to meet the unique needs of individuals, families, charities, churches, endowments, and not-for-profit organizations. Our investment managers will tailor an investment strategy specifically to the unique requirements of your organization to ensure that charitably designated funds and endowments provide a lasting legacy for our community.
Some of the services we offer include:
- Investment management for short, intermediate and long term goals
- Continuous monitoring of your investment objective
- Regular face-to-face meetings to review investment performance
- Safe, secure custody of your assets
- Easy to understand statements and internet access to account information
- Distribution management
- Cash flow analysis
- Tax planning and compliance
- State and federal reporting
With our years of experience we can help streamline financial operations, maximize cash flow, manage risk and achieve the investment objectives that will allow charitable organizations to carry out their giving mission.
