Individual IMA Accounts

CTIC offers disciplined investment management that is consistent with client objectives. Our Wealth and Trust Management team ensures this consistency through active portfolio management with a preference for individual securities. The client has online access to his/her account information, which is updated daily. With every Investment Management Account (IMA) there is a portfolio manager and administrative officer that will conduct regular meetings with clients to review account activity, performance and to confirm that the objectives are being met.

  • Individuals
  • Business Retirement Plans
  • Institutions
  • Non-profits
  • Quasi-Government Organizations
  • Churches
  • Municipalities
  • Foundations