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 knowledge and experience are the essentials of a capital management strategy. Like the knowledge and experience brought to you by our partners in the First Citizens Capital Management Group.
Our Capital Management professionals have broad experience across the institutional sector, overseeing more than $4 billion in assets. And they bring you deep knowledge of effective strategies for helping those clients achieve their customized investment objectives... from asset preservation to capital growth to income generation.
- Investment consulting
- Asset management – equity, fixed income or blended disciplines
- Manager-of-managers strategy – fund management
- Investment policy statement development
- Annual review of investment objectives and guidelines
- Periodic investment performance reviews
- Automatic account rebalancing
- Online account access
The Right Strategy For The Right Client
Our approach to money management is flexible and personalized, so we can custom fit it to your institution. But it's also highly disciplined and based on thorough research and analysis – and 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.
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.
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. Past performance is no guarantee of future results. 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.