Receive the around-the-clock attention your business deserves from a well-respected and proven financial institution.
Our dedicated team of Client Advisors, Financial Consultants, Credit Specialists, Trust Specialists and Portfolio Managers will handle all of your unique business banking and investment needs.
We’ll also meet and speak with you regularly to ensure that your business plan meets your objectives while updating and adjusting your strategy as needed.
For more than 100 years, we’ve helped our clients preserve and grow wealth. Whether your needs are related to planning, investing, banking or borrowing, our holistic approach allows you to manage your finances more effectively through:
Investment Management Services
As a corporate or institutional client, you’ll work closely with your portfolio manager and team of professional advisors to form a disciplined investment approach and an individually managed portfolio—customized to the specific requirements of your investment policy.
Retirement Plan Services
As your trusted advisor, we’ll ensure that your retirement plan is comprehensive, compliant and robust. We also serve as relationship manager for 401(k) and 403(b) plans and provide investment management, trust and administrative services for profit sharing, pension and other qualified and non-qualified retirement plans.
Custody or Escrow Services
If you have over $10 million in assets, Citizens Bank & Trust can provide custody services for your business or institution. Our escrow agency capabilities, with optional investment management services, can assist you in completing a merger, acquisition or other commercial transaction.
We have experience enabling not-for-profits to preserve and grow capital while mitigating risk. We can assist and support your organization in achieving your mission through a wide array of helpful services including consultative, investment management, fiduciary, administrative and retirement.
With Charter One Private Bank & Trust, we’re here to handle all of your business banking and investment needs—24 hours a day, 7 days a week.
As your trusted partner we will leverage our global resources to deliver local, sophisticated wealth management solutions to help you achieve the future goals of your business.
Learn more about our institutional wealth management services and how a Client Advisor from Charter One can handle all of your short- and long-term dreams.
You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form: