When it comes to investing, we understand. It’s complex. What works for you may not work for anyone else. As you consider your investment portfolio, you may want to think about the following questions:
- Does your portfolio look backward at what has happened, or forward to what is coming?
- Do you have too many eggs in one basket?
- Do you have an understanding of what you own?
- How has your portfolio performed?
- What do you want your investments to do for you?
- When will you need access to your investments?
First Citizens Wealth Management can help you manage this complexity. We can help you understand past market and portfolio performance, and provide you with industry news to help guide your future investment decisions. We will work with you to provide guidance for the right balance between risk and return that meets your specific needs and goals.
However you like to manage your investments, we have the resources to help you be smarter with your money—whether you prefer self-directed access, or would like full-service investment management services.
Through the combined efforts of First Citizens Bank Private Wealth Advisory Services and First Citizens Investor Services (a registered broker/dealer) you get the best of both worlds—the advice and assistance of an experienced investment specialists.
Working with your Wealth Advisor or Financial Advisor, you can choose from a comprehensive range of accounts and services to optimize your investment portfolio:
- Brokerage and investments products
- Asset Management Account (AMA)
- Individual Retirement Accounts
- Educational and custodial accounts
First Citizens Wealth Management is a joint marketing mark of First-Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit products are offered by First Citizens Bank, Member FDIC. Account openings are subject to Bank approval.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; 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. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. Member FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services. Check the background of this firm on FINRA’s BrokerCheck, Opens in a new tab.