Institutional Trust

Financial guidance for your organization

There's more to financial strategy than simply creating a strong corporate asset management plan. We’re committed to helping reach your organization's goals through partnership. We take the time to understand you and your organization so we can tailor a plan that meets your specific needs. We have experienced teams at your disposal to guide your organization through a variety of complex financial situations. And we'll take the time to research, analyze and recommend ways to add value to your organization, simplify your finances and grow your bottom line.

Corporate Asset Management

A customized asset management plan with the flexibility to fit your specific business needs.

Philanthropic Financial Management

With a knowledgeable team of Philanthropic professionals and tailored solutions, you're free to focus on your mission while we handle the financials.

Qualified Retirement Plan

A tailored and robust retirement plan can make a big impact on your organization's competitive position in the marketplace. Attracting and retaining quality talent creates value for your clients and shareholders.

Escrow & Custodian Services

We serve a broad client base with extensive Institutional Custodian and Escrow solutions.

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.
Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.

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First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.

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