First Citizens Bank

Creating, Growing, Managing and Transitioning Your Personal Wealth

What Do You Want To Accomplish?

At First Citizens, we offer you all the expertise and resources that you will find at any other financial services or investment firm. But we offer you more: the committed, personal service of local professionals you know and trust. We are ready to work with you and your advisors to explore your needs and goals, and create solutions to simplify your financial life and keep your money working for you well into the future.

Supporting Your Business Strategy and Operations

If you own a business, you know it's more than just a source of pride and symbol of success — it's the foundation of your personal wealth. At First Citizens, we understand the close links between your business's success and your financial well-being. We can help you maximize and protect the value of your business while providing the products and services to keep it running smoothly and efficiently.

A Finely-Tuned Approach to Managing Your Investments

Our Private Wealth Advisory Services team works with the bank's brokerage subsidiary - First Citizens Investor Services^* - as well as with our own internal asset management team - the Capital Management Group - to provide our clients with world-class investment advice and asset management. Whether you are just beginning to invest, are currently managing your own portfolio, or would like professional asset management, we have the resources and expertise to help you achieve your goals.

• We focus on your objectives your way. You can be certain that any advice provided is based on a careful analysis of your investment goals.
• We design strategies exclusively for you. We will help you define your objectives, comfortable risk level, needs and time horizons to create an investment strategy that will work for you now and that you can be comfortable with over time.
• We deliver investment expertise. Our goal is to help maximize the performance of your portfolio consistent with the risk you are willing to assume.

We Have a Shared Commitment to Build and Protect Your Family's Financial Legacy

We see beyond your immediate need for expert investment advice and asset management; we also share your commitment to bringing long-term financial security for you and your family. At First Citizens, you'll find a team of compassionate, caring financial experts who are ever mindful of the income you desire in retirement as well as the wealth you envision passing to your heirs.

For more information or to schedule an appointment to speak with a Wealth Management specialist, please call 1.888.FC DIRECT.

If you would like to speak with a First Citizens Investor Services specialist, please call 1.800.229.0205.