Crafting Your Investment Strategy
Our vision at First Citizens Bank is to inspire financial well-being for everyone. We use the term “financial well-being” to refer to your comprehensive financial health. Part of financial health includes having a strong investment strategy. We utilize a tool called Riskalyze to capture a client’s Risk Number® and engineer a portfolio to fit into an overall investment strategy.
Contact Us | 
641-422-1600 | 
wealth@myfcb.bank
Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of 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.