- Investment Choices
- Ways to Invest
- Fees & Pricing
Citi offers a range of investment and insurance products and services that can help you work toward your financial goals. These products include individual stocks, fixed income and mutual funds, as well as more sophisticated offerings like alternative investments and structured products.
Citi Personal Wealth Management offers more than 100 alternative investment products, including hedge funds, private equity, and real estate.
Through Citi, you have access to annuity products including immediate, deferred, variable and fixed annuities.
Your Wealth Advisor can help you develop a financial plan that includes education and college savings strategies.
Exchange-Traded Funds (ETFs)
As a Citigold client, you can make commission-free ETF trades.
You have access to a wide range of insurance products and annuities through Citi’s partnerships with 18 leading insurance carriers.
Citi’s variety of managed account types are backed by the resources and knowledge of Citi’s Global Managed Investment unit.
Citi provides margin lending as well as portfolio lines of credit for specific borrowing needs.
Citi is a noted leader in both the primary and secondary municipal markets. Citi Municipal Securities has a team of experienced traders and salespeople located across the U.S. who facilitate liquidity and provide perspective on the market.
Citi’s partnership with more than 70 mutual fund companies means you have access to a broad range of mutual fund choices.
Retirement Savings (IRAs)
You can choose to invest in Traditional or Roth IRAs.
A securities-based line of credit can help meet liquidity cash needs by unlocking the value of your investments without selling them. This type of borrowing may be easier to obtain and more flexible than other choices.
Small Business Products and Services
Citi can help small businesses meet their financial needs through cash management, business retirement plans, insurance needs and help with succession planning.
Stocks (Equities) and Options
Choose from a variety of equities and options, including U.S. domestic, international, emerging markets and non-U.S. dollar investments.
Taxable Bonds (Fixed Income)
Choose from U.S. Treasury and agency securities, investment grade corporate bonds, high-yield corporates, mortgage-backed securities, preferred securities, international bonds, and emerging market debt.
Trusts and Estate Planning
Your Wealth Advisor can work with your tax and legal professionals to develop an estate plan to help leave a legacy for your beneficiaries and make sure your wishes are carried out.