Institutional Asset Management

Setting your asset management strategy

Investment expertise that drives fiscal results

Growing and leveraging an institutional asset management portfolio requires a deep understanding of your organization's short- and long-term strategies. Our team has broad experience working with organizations to help them maximize their assets and achieve their long-term objectives.

Institutional Asset Management Benefits

Creating a robust asset strategy

Using our tailored solutions, we can help you achieve investment objectives, control risk and manage fiduciary responsibilities for retirement plans, endowments, foundations and other institutional investors.

  • Investment consulting
  • Asset management solutions in equity, fixed-income and blended disciplines
  • Investment policy statement development
  • Annual review of investment objectives and guidelines
  • Periodic investment performance reviews
  • Structured account rebalancing
  • Online account access
  • Fund manager due diligence
  • Outsourced chief investment officer, or OCIO, services

Looking for more in-depth institutional trust services?

Institutional Asset Management FAQ

People often ask us

Institutional asset management is a way to govern and manage the assets of a particular business, organization or nonprofit. This can include both intangible and tangible assets.

The role of an institutional asset manager involves managing and overseeing clients' investment portfolios. Clients typically include institutions, corporations, and wealth and pension funds.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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