Institutional Trust Services

Comprehensive institutional trust services you can rely on

Our institutional trust services

Our experienced team builds and implements a plan for your organization using a mix of services.

Institutional Asset Management

Use our asset wealth management services to create an investment policy and monitoring plan for your organization's funds that align with your financial benchmarks and goals.

Retirement Plan Services

Acting as your fiduciary, our team provides deep research and analysis to help you select the right retirement plan for your business so you can attract and retain top talent.

Charitable Advising Services

We can help you design a customized program that maximizes your fundraising impact, effectively manages your assets for long-term success and eases your administrative operations—all to continue your organization's mission.

Institutional Custody Services

Our team can help meet your custody service needs, including securities safekeeping, trade settlements, corporate actions monitoring and income collection and distribution. Escrow agent services are available for the movement of assets in business acquisitions and leasing.

Benefits of Working With Us

Experience from coast to coast

With an increasingly complex financial landscape, organizations are looking for advice and solutions that help them achieve results while managing risk. Our experienced team partners with your leadership to optimize your competitive advantage through efficient investment practices.

  • We'll help you manage costs and financial risk, as well as navigate future changes like new regulations and tax code updates
  • As a family-controlled bank, we've been building positive relationships with families, organizations and communities since 1898
  • Our team of institutional consultants serves clients across the country
Institutional Trust Services FAQ

People often ask us

Institutional trust is a type of trust that's not associated with a sole individual. In this specific case, the grantor could be a corporation, nonprofit or government agency.

Institutional trust encompasses a range of services that are available to public, private and nonprofit organizations, including investment oversight, asset management and retirement plan services.

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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