Institutional Asset Management

A consultative approach to asset management

Investment expertise that drives fiscal results

Navigating the challenging landscape of corporate investing requires having experience in your corner. Our team is here to provide investment and fiduciary guidance that helps your firm maximize your assets and achieve your mission—whether it's a for-profit business, nonprofit or public fund.

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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.

  • Outsourced chief investment officer, or OCIO, services
  • Investment consulting
  • Annual review of investment objectives and guidelines
  • Investment policy statement development
  • Asset management solutions in equity, fixed-income and blended disciplines

Our institutional asset management services

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

Retirement plan services

Acting as your fiduciary, our team provides deep research and analysis to help you attract and retain top talent with the right retirement program—including defined contribution, defined benefit and nonqualified plans.

Learn more about retirement plan services

Charitable asset management

We can help design an investment strategy to support your nonprofit by maximizing governance, fundraising and administration—all to continue your organization's mission.

Learn more about charitable advising services

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.

Learn more about institutional custody services

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ThriveMore and First Citizens Wealth video

ThriveMore & First Citizens: A relationship strengthened over decades

Reed Vanderslik, President and CEO, Thrivemore: First Citizens has been our business banking partner for over 50 years and our institutional asset management partner for over 2 decades. They really help us manage our investment reserves and our foundation assets.

First Citizens Wealth® x Thrivemore: Advancing your institution's vision through every chapter

Reed: ThriveMore is a nonprofit organization serving older adults. We have everything from independent living, assisted living, memory care and skilled nursing. There's a need in the next 15 years for a million more housing units serving older adults, and we intend to be part of that solution.

Wealth management is critical to our organization because most of it is endowed funds that really support our mission, which is providing financial assistance to older adults who have run out of money. We had our investment portfolio really split equally between two organizations, and what we learned in looking at that is that we were not as diversified as we thought, and First Citizens' performance had been stronger. So we made the decision to combine all of our assets with First Citizens. The consolidation really of our investments all within First Citizens has been a good change for us.

We're continuing to grow, adding homes, launching new programs and expanding into new communities. When we're talking through initiatives or strategies, having the bank in that conversation is helpful to me because they come from a different perspective that can help us make a better decision.

My very first meeting on my very first day with ThriveMore was with First Citizens. That tells you everything about how important this relationship is to our organization.

First Citizens Wealth®

FirstCitizens.com

The views expressed are solely those of the authors and do not necessarily reflect the views of First-Citizens Bank & Trust Company or any of its affiliates. Companies listed are independent third parties and are not affiliated with First-Citizens Bank and Trust Company. All third-party trademarks (including logos, trade names, service marks, and icons) referenced herein remains the property of their respective owners.

ThriveMore is a current client of First Citizens Wealth. They were not paid for their testimonial. They are not currently related to anyone who works for First Citizens Wealth or its affiliates.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation, or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC-registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company.

All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:

FirstCitizens.com/Wealth/Disclosures

©2025 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC. First Citizens Wealth is a trademark of First Citizens BancShares, Inc.

Enriching lives at ThriveMore

As part of its mission, ThriveMore offers financial assistance to seniors in its assisted living communities who run out of funds. We manage the nonprofit's investment reserves and foundation assets, which has translated to more dollars to help those in need.

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.

ThriveMore is a current client of First Citizens Wealth. They weren't paid for their testimonial. They aren't currently related to anyone who works for First Citizens Wealth or its affiliates.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services, and content on any third-party website.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Your investments in securities and insurance products are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by, any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. Past performance does not guarantee future results. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands, Products and Services Offered

First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares Inc. are the entities through which FCW products and services are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (FCIS), a registered broker-dealer, Member and . Advisory services are offered through FCIS, First Citizens Asset Management, Inc. (FCAM), and SVB Wealth LLC (SVBW), all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions, or to all investors. Insurance products are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products are offered by First-Citizens Bank & Trust Company, Member , and an Equal Housing Lender icon: sys-ehl, and First Citizens Delaware Trust Company.

All loans provided by First-Citizens Bank & Trust Company are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

For more information about FCIS, FCAM, or SVBW and its investment professionals, visit FirstCitizens.com/Wealth/Disclosures.

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