ABOUT US

At CTIC we believe in a "team approach" to the

management of your assets.

The core of the team, the CTIC staff, is composed of highly skilled and qualified professionals. The CTIC team is dedicated to working with you and your accountants, insurance specialists, and other professional advisors to develop and oversee a strategy that is specially designed for your business or personal financial goals. Our collaboration allows us to successfully provide exceptional professional administration and management of your business and personal assets.

The CTIC team consists of professionals dedicated to working together with

you on any and all aspects that pertain to your wealth management goals.

OUR TEAM

Citizens Trust and Investment Corporation is comprised of seasoned professionals, each possessing unique skills and a wealth of experience. The collective focus lies in wealth management and trust administration for both individuals and businesses, with a dedicated commitment to helping clients define and achieve their financial goals.

Our expertise has been honed through years of experience in the dynamic banking sector, particularly in trust administration and marketing. This journey has equipped our team with invaluable industry knowledge spanning over 40 combined years.

The skill set within our group is diversified, with rich backgrounds in elder law, business and corporate law, as well as probate and estate planning. This equips us to assist clients with trust administration and the settlement of estates effectively.

Another key area of expertise within our team is ensuring that clients' savings, retirement planning strategies, and investments align with their lifelong ambitions. Expertise in finance and business administration bolsters our overall financial acumen.

With a CRSP designation from Cannon Financial and an Accredited Investment Fiduciary designation from fi360, our team's credentials are solid and diverse.

Citizens Trust and Investment Corporation brings together a collective wealth of knowledge and experience, ensuring comprehensive, personalized financial services for all clients.

NOT FDIC INSURED *
ASSETS MAY GO DOWN IN VALUE

500 W. Broadway | Farmington, NM 87401
(505) 599-0181 | Fax: (505) 599-0157
E-mail: trust@ctic.net