Creating, Growing and Managing Your Institutional Wealth

What Do You Want to Accomplish?

If you are an executive charged with preserving your corporation's wealth and using it to prepare for future growth opportunities, First Citizens represents a unique relationship opportunity for you. Our Institutional Trust Services team can design a number of institutional investment and asset management strategies that simplify your administrative role, help ensure compliance, and reflect well on the quality of your organization.

Retirement Planning From Your Corporate Perspective

Creating a retirement plan that is valuable to both executives and employees alike creates a valuable benefit for your organization. Because every corporation's needs differ, First Citizens can tailor an approach that is right for your cash flow, employee group and administrative capabilities.

Delivering Returns and Results on Institutional Investments

Whether you are responsible for the assets of a foundation, the endowment of a hospital, educational or cultural institution, or for the investments of your organization's retirement plan, First Citizens can support you with sophisticated institutional asset management capabilities. Our services range from consultation on investment policy to asset allocation design and monitoring, to portfolio management services.

Administering the Needs of Corporations, Municipalities, and Non-Profit Organizations

Municipalities and businesses have relied on First Citizens for corporate trust services for more than 40 years, benefiting from our unwavering commitment to high quality service, guidance, personal support and careful attention to detail. Whether you plan to sell bonds or issue shares of stock, or you seek a new bond trustee or transfer agent, we can help.

For more information or to speak with a Wealth Management specialist, please call 1.877.685.0576.