Investment Management Services

Custom Portfolio Construction

Access to World Class Investment Experts

Our Investment Philosophy

Local Investment Committee Oversight

Our Investment Team is Committed to You

Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.

You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.

Investment Risk Tolerance

We use your Risk Number® to help you invest according to your own risk tolerance level.

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How we manage your portfolio:

Our Team

Dedicated Investment Team including Accredited Fiduciary and Chartered Financial Analyst 2 Candidate
Service to over 1,400 clients with assets of approximately $1 billion
Committed to continued education and learning
Both internally and externally regulated by various committees and boards

Our Practice

Provide comprehensive financial solutions at every aspect of your life
Customized asset allocation based on risk tolerance and goals
Periodically review of portfolio securities and allocation
Examine the economic environment and monitor the impact to our offerings

Our Commitment

Consistent investment monitoring
Dependable economic updates
Regular account performance reporting
24/7 Online account access
Dedicated to helping you achieve your financial goals

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.