Separate Managed Accounts
Through our partnership with Global Bridge Investment Solutions, we offer a comprehensive array of separate account managers.
Professional money managers manage individual assets either through a pooled account, such as a mutual fund, or a separate account.
The separate account allows investors to:
- Directly own a portfolio of securities, not a share in a pool of securities
- Manage capital gains and losses at account transition
- Control and manage their tax liabilities from investments
- Control and manage security restrictions
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Trust services offered by Citizens Banking Company
For more information, call 800-604-9368 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
