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Investment Advisory Services
We offer access to a comprehensive range of products and strategies that includes multi-strategy accounts and separately managed accounts.
The Strategic Asset Management (SAM) account is a comprehensive, open architecture, advisory program created to allow the representative to deliver customized advice and exceptional service to clients. This platform serves to enhance the consultative process, as both you and your financial advisor work together to develop a plan to achieve your financial goals. A wide range of investment vehicles can be selected for these accounts, including stocks, bonds, no-load/load waived mutual funds, and options for an annual, asset-based fee. Minimum investment is $25,000.
Optimum Market Portfolios (OMP) offer diversified asset allocation models, professional money management, and automatic rebalancing. OMP is powered by the Optimum Funds, a series of mutual funds from Delaware Investments. There are five standard asset allocation models, from aggressive growth to income with capital preservation. Minimum investment is $15,000
Manager Select is a separate account platform offering high-net-worth investors the ability to access professional, institutional portfolio managers at significantly lower account minimums. Minimum account size for equity strategies is $100,000 and $250,000 for fixed income strategies.
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For more information, call 888-645-4121 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Insured by Any Federal Government Agency |
Not a Bank Deposit |
Securities and advisory services offered through LPL Financial, member FINRA, SIPC. and a registered Investment Advisory. Insurance products offered through LPL Financial or its licensed affiliates. The Citizens Banking Company and Citizens Investments are not registered broker/dealers and are not affiliated with LPL Financial.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, DC, FL, IA, IL, MI, MO, MS, NJ, NC, NY, OH, PA SC, TX, WA, WV & WY.
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