Skip to main content

Guiding Principles

At Citizens Trust & Investments, we are committed to helping our clients build wealth and provide for their families for generations to come. Our approach is summed up by our motto: "Wealth management for life…and later."

To ensure that we are always putting our clients first, we have established the following guiding principles:

  1. Our clients are the reason we are in business. We are entrusted with managing their wealth and their vision for the future, as well as the future of their loved ones, and we must never violate that trust.
  2. While we strive to maintain the highest degree of industry knowledge and professionalism, we understand that the concerns of our clients come first. We believe that our clients need to know how much we care before they care about how much we know.
  3. We believe in promoting a culture of security, empathy and caring for both our clients and our staff.
  4. We are committed to conducting ourselves both personally and professionally in a manner that will never diminish the reputation of our firm. 

These principles guide our work every day, and we hold ourselves accountable to them in all aspects of our lives. At Citizens Trust & Investments, you can be confident that we are committed to your success and will always put your needs first.