Investment Management and Trust

Meeting needs and surpassing expectations.

As you know, increased wealth brings with it a wealth of financial challenges. To help navigate the maze of opportunities, a growing number of affluent individuals and business owners rely on First Citizens Investment Management and Trust.

Local management allows for a keener perspective.

Supporting your personal Financial Advisor, we offer an impressive team of specialists — many with ten or twenty years of experience in investments, trusts and estates. But unlike larger institutions, where experts are located in distant offices or hard-to-reach time zones, our investment advisors and financial planners are locally based. Meetings are held down the hall, not across the country. So steps are saved and needless delays are avoided. And we not only manage and administer your account nearby, we get to know you personally. This affords us a close-up view of your needs — and it provides you with easy access to helpful experts.

As we remind ourselves however, "location only goes so far." That's why we work tirelessly to earn our clients' trust. In fact, they cite strong relationships, responsiveness and depth of resources as primary reasons for their long-term loyalty.

Focus and flexibility: key to helping you succeed.

With your own dedicated advisor, you receive an exceptional level of understanding and attention — enabling us to provide a customized investment plan that can include widely different asset classes (see Investment Management).

At First Citizens, we're well aware that our performance helps determine yours. Whether or not you currently have a personal investment plan, an estate plan for your family, or a retirement plan for your employees, we look forward to helping you reach your financial destination.

For more information, or to have one of our specialists contact you, e-mail us or call 1-800-922-1585.