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Portfolio Management

Investment expertise focused on you. 

A highly personal and disciplined approach. 

Our Civista Wealth Management team offers you a personalized plan to grow, manage and preserve your assets.  So you can live the life you want and make a difference in the lives of others.

Everyone’s journey is different. Our advisors want to know what’s most important to you, your financial goals and risk tolerance. Together, we will create a plan tailored to your investment goals and work diligently to maintain that path for consistent performance over the long-haul.

What makes Civista Wealth Management unique?

It starts with a highly-credentialed and community-minded team.
  • We act in your best interest and are focused on achieving your goals.

  • We are an independent firm. We do not have an in-house managed fund to consider among our selections for our clients.
  • We use best-in-class funds. 

  • We don’t use proprietary funds or accept any revenue sharing from the products we recommend.
Our investment results have been verified as compliant with Global Investment Performance Standards® since January 2005. This ensures fair representation, full disclosure, and standardized reporting practices.

Why is GIPS important?
The GIPS STANDARDS were designed to provide assurance for investors who are looking for reliable performance metrics based upon the full disclosure of information. The scope, uniformity and credibility of the investment performance measurements used by GIPS provides investors a valuable comparison of a firm’s track record.

  • Our compensation is asset-based, with no hidden fees or expenses.

  • The annual fee is divided and charged monthly, with no surrender or redemption penalties.

A Trusted Advisor 

Investment Insights

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