Investment products and services designed to support your financial needs.
Citi Personal Investments International:
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International Personal Bank U.S.
Investing
Holistic wealth management solutions curated to help meet your financial needs.
Products and services
When selecting products for your customized investment strategy, we will help you evaluate important attributes and risks associated with each asset class.
Equities
Are you seeking capital growth? Are you comfortable with daily fluctuations in value?
Fixed income
Are you seeking periodic interest income? Are you seeking capital preservation strategies?
Options
Do you want to generate additional income from equity holdings? Are you seeking to limit potential loss during stock market downturns?
Mutual funds
Do you prefer to work with professional money managers? Do you want access to a broader basket of securities that could vary by sector, region, asset class and product?
Structured products
Are you looking for a tailored product that comes with derivative benefits? Do you need your principal to be protected?
Advisory accounts
Do you require multiple levels of service and advice? Are you looking for ongoing monitoring? Are you willing to pay an annual expense for professional management?
Alternative investments1.
Do you want to complement your portfolio with alternative products in addition to your traditional stocks and bonds? Is your investment time horizon long enough to be in illiquid investments?
Structured products
Are you looking for a tailored product that comes with derivative benefits? Do you need your principal to be protected?
Advisory accounts
Do you require multiple levels of service and advice? Are you looking for ongoing monitoring? Are you willing to pay an annual expense for professional management?
Alternative investments1.
Do you want to complement your portfolio with alternative products in addition to your traditional stocks and bonds? Is your investment time horizon long enough to be in illiquid investments?
Diversification and asset allocation does not assure profit nor does it guarantee against losses.
- Alternative investments include hedge funds, among others.
Past performance is no guarantee of future results. Investors should carefully review and consider potential risks before investing. All investments carry significant risk, including loss of principal. To view detailed investment risks, click here.
Our product selection process
We follow a rigorous approach to selecting the very best products.
Whole Universe of Securities
Rigorous Citi-Wide quantitative and qualitative screening
Products screened by global partners
Mutual funds selected one based on the following criteria:
- Performance: A minimum 3 year track record and must not have ranked in the 4th quartile over the trailing 3 and 5 years time periods.
- Expertise: Portfolio manager with a minimum tenure of two years managing each strategy.
- Liquidity: $100 million in AUM or more for each strategy.
Our Citi analysis covers over 3,500 equities worldwide, continually providing updates on the companies financial outlook.
Screening by IPB U.S.
Products then screened by IPB U.S.
Product specialists provide further quantitative and qualitative screening and present ideas for consideration by a Global Investment Committee for inclusion in focus list.
Products for your consideration
Unique products selected for you
Product specialists provide further quantitative and qualitative screening and present ideas for consideration by a Global Investment Committee for inclusion in focus list.
Important information for you to know about our business and relationship with you
We’re required to deliver two important disclosure documents about our business and relationship with you:
- Client Relationship Summary (Form CRS) is a brief summary of the brokerage and advisory services we offer
- Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer
Please review both of these important documents online. If you prefer paper copies, contact your financial professional or call us at the phone numbers listed.
Phone:
1-877-836-9141 (toll-free from the U.S.) or 1-210-677-3793
For TTY: We accept 711 or other Relay Service
Have questions?
INVESTMENT AND INSURANCE PRODUCTS:
NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK GUARANTEE • MAY LOSE VALUE
Investment products and services are provided by Citi Personal Investments International ("CPII"), a business of Citigroup Inc., which offers securities through Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, an investment advisor and broker-dealer registered with the Securities and Exchange Commission. Investment accounts are carried by Pershing LLC ("Pershing"), member FINRA, NYSE, and SIPC. Insurance products and services are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746. Citibank, N.A., CGMI, and CLA are affiliated companies under common control of Citigroup Inc.
Please click here for important disclosures.
