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  • Portfolio Management
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Portfolio Management

The Portfolio Management (PM) program is designed to provide investors with a level of personalized portfolio management typically reserved for major institutions. PM is the only program that allows advisors the ability to leverage either Citi's global research or incorporate their own research into their client portfolios. Securities selected are only limited by the Firm's Plan of Solicitation Policy.

Your portfolio manager works closely with you, while maintaining the focus and discipline needed to guide your portfolio through the most challenging markets. After all, this isn't just about your money, or an immediate fix to a shorter-term problem. It's about a commitment to your financial future.

What's more, you'll find that your portfolio manager's experience, training and investment philosophy will prove to be invaluable, not only in managing your portfolio but also in helping you understand risk and in keeping your long-term goals in view. Finally, with our one-unified-fee structure, you and your portfolio manager will share the same goals: your investment success.

Read our report, Portfolio Management: An Overview to learn more about how the investment services offered through the Portfolio Management program can help you reach your long-term financial goals.