Investment Management
Personalize Your Investment Plan 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.
our process
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
