Manager of Managers Services

Diversify across multiple asset classes and investment managers with a single point of contact

At Citizens Bank & Trust, we recognize that many clients desire diversification yet would like guidance and assistance in managing the process. Our manager-of-managers program provides a trusted, single source for diversification across asset classes and investment managers.

Through the program, Citizens Bank & Trust oversees the work of your investment managers, providing comprehensive service in two areas:

• Intensive search, evaluation and selection of top-tier investment managers across the globe
• Daily monitoring of trading activities and ongoing evaluation of investment managers to help control risk and optimize performance

Program Benefits

Our manager-of-managers program offers a host of benefits:

Access to exclusive, top tier investment managers-Most investment managers do not ordinarily offer separate accounts due to minimum asset requirements

Important tax benefits-The program is specifically designed for taxable investors of significant wealth and the partnership structure of the investment vehicles allows favorable tax treatment versus mutual funds

Administrative efficiencies-Citizens Bank & Trust sorts through the volume of providers in the marketplace and eliminates the burden of coordinating with individual managers. One program means consolidated reporting.

The Citizens Bank & Trust Difference

Citizens Bank & Trust brings two decades' worth of knowledge and experience to evaluating investment managers. Citizens Bank & Trust provides an objective investment manager selection, evaluation and monitoring process.