Institutional Asset Management

Setting your asset management strategy

Investment expertise that drives fiscal results

Growing and leveraging an institutional asset management portfolio requires a deep understanding of your organization's short- and long-term strategies. Our team has broad experience working with organizations to help them maximize their assets and achieve their long-term objectives.

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.

  • Investment consulting
  • Asset management solutions in equity, fixed-income and blended disciplines
  • Investment policy statement development
  • Annual review of investment objectives and guidelines
  • Periodic investment performance reviews
  • Structured account rebalancing
  • Online account access
  • Fund manager due diligence
  • Outsourced chief investment officer, or OCIO, services

Looking for more in-depth institutional trust services?

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.

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. icon: sys-ehl

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 the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

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

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