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Our Investment Philosophy & process
Citi Private Bank’s Investment Philosophy guides our entire approach to helping families maintain, grow, and wisely manage their assets.
We advise building complementary core and opportunistic portfolios.
Your globally diversified core portfolio should be fully invested over time and be regularly rebalanced.
Your opportunistic portfolio should seek to enhance your overall risk-adjusted returns.
Our investment process implements these principles in your portfolio.
We customize a plan for your core portfolio using our differentiated methodology.
We then suggest cost-effective and performance-driven implementation opportunities.
Our disciplined approach to opportunistic investing enables you to seek enhanced risk-adjusted returns in an adjacent portfolio.
Outlook represents some of the best thinking of our experienced team of wealth experts from across Citi Private Bank.