Corporate Asset Management

Investment expertise that drives fiscal results

Without the right help, growing and leveraging an institutional investment portfolio can be daunting. It takes a deep understanding of the wide array of investment options available, and the benefits and challenges they bring. That's why the knowledge and experience our Institutional Trust Team brings is essential to creating a robust asset management strategy.

Our Institutional professionals have broad experience across the institutional sector, overseeing more than $4 billion in assets. And they bring deep knowledge of effective strategies to help achieve customized investment objectives—from asset preservation to capital growth and income generation. We offer:

  • Investment consulting
  • Asset management solutions (equity, fixed income or blended disciplines)
  • Investment policy statement consultation and development
  • Annual review of investment objectives and guidelines
  • Online account access

Our approach to asset management is flexible and customized, so we can tailor fit it to your organization. It's also highly disciplined and based on thorough research and analysis as well as rigorous standards of risk management. The outcome for your institution is a strategy for long-term results based on information and insight, the measurement of risk and the evaluation of multiple managers and approaches. Our mission is to understand what your institution needs and find effective and responsible means of achieving it.

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Qualified Retirement Plan

Create a retirement package for your employees

A strong employee retirement plan can increase your bottom line.
Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

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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.

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.