Investment Products and Services | IPB U.S.

Step 1 Determine or validate your investment profile	Step 2 Review your asset allocation	Step 3 Analyze your portfolio using Citi's investment insights	Step 4 Develop or rebalance your customized portfolio	Step 5 Review your portfolio at your request
Identify your needs and your investment profile	Review asset allocation strategies that align with your objectives	Apply Citi's best thinking to adapt your investment strategy	Select investment products that build upon your profile and our market knowledge to create your portfolio	Review your portfolio at your request, adjusting to changing conditions
What are your long-term, short-term objectives? What are your liquidity needs? What’s your level of risk tolerance? What’s your investment experience and product knowledge? Note: This investment is not limited to these components	Whether you’re seeking a conservative capital preservation strategy, an aggressive growth strategy or a moderate strategy, we have the tools to help you implement those objectives	Benefit from Citi's intellectual capital resources, providing you insights, market commentary and investment thought leadership	The process of asset allocation and product selection involves diversifying your portfolio across asset classes, sectors and geographic regions, among other factors	We’re available to review portfolio over time to align your portfolio strategy to changing conditions

Identify your needs and your investment profile

Review asset allocation strategies that align with your objectives

Apply Citi's best thinking to adapt your investment strategy

Select investment products that build upon your profile and our market knowledge to create your portfolio

Review your portfolio at your request, adjusting to changing conditions

What are your long-term, short-term objectives?
What are your liquidity needs?
What’s your level of risk tolerance?
What’s your investment experience and product knowledge?

Note: This investment is not limited to these components

Whether you’re seeking a conservative capital preservation strategy, an aggressive growth strategy or a moderate strategy, we have the tools to help you implement those objectives

Benefit from Citi's intellectual capital resources, providing you insights, market commentary and investment thought leadership

The process of asset allocation and product selection involves diversifying your portfolio across asset classes, sectors and geographic regions, among other factors

We’re available to review portfolio over time to align your portfolio strategy to changing conditions

International Personal Bank U.S. (IPB U.S.), is a business of Citigroup Inc. (Citigroup) which provides its clients access to a broad array of products and services available through Citigroup, its bank and non-bank affiliates worldwide (collectively, Citi). Through IPB U.S. prospects and clients have access to the Citigold^® Private Client International, Citigold^® International, Citi Global Executive Preferred, and Citi Global Executive Account Packages.

The products and services mentioned in this webpage are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, Isle of Man, San Marino and Vatican. Your eligibility for a particular product and service is subject to a final determination by us. This webpage is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Transactions may be executed outside of your country and without any participation from any Citigroup or Citibank subsidiary, branch or affiliate in your country. Some products may not be registered with the Financial Regulatory body of your country governing such financial products, nor may they be governed or protected by the laws and regulations of your country. Products and services offered by Citi and its affiliates are subject to the applicable local laws and regulations of the jurisdiction where they are booked and offered. Not all accounts, products, and services as well as pricing are available in all jurisdictions or to all customers. Your country of citizenship, domicile, or residence may have laws, rules, and regulations that govern or affect your application for and use of our accounts, products and services, including laws and regulations regarding taxes, exchange and/or capital controls.

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International Personal Bank U.S.

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