Investment Management

Through First Citizens Capital Management, you have access to a wide range of investment options. Your First Citizens advisor will work with you to create a customized plan, one best suited to your needs.

Your investment options include access to not only local and regional Registered Investment Advisors, providing unique access to face-to-face conversations with your portfolio managers, but also a robust lineup of national investment managers with expertise in varying investment styles and asset classes.

In addition to these "active management" options, where your portfolio manager is actively buying and selling individual securities, you'll also have access to "passive management" portfolios. Passive management utilizes index-style, asset-class mutual funds to construct comprehensive portfolios with broad diversification and low costs.

You'll work together with your advisor to determine how to best allocate your investable dollars across the investment spectrum to meet your current and future needs. This approach takes into consideration all of your objectives by balancing your goals, risk tolerance and time horizon to help maximize your performance with the least amount of volatility.

Once the plan is decided upon, we make ongoing investment decisions, always in line with your investment objectives, in response to our constant analysis of changing economic conditions and market forces.

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Investments in Securities and Insurance products:
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Brokerage Services are Offered Through First Citizens Securities Corporation, Member FINRA/SIPC