Professional Investment Advisory

A comprehensive investment partnership

A client-first approach

Our team of experienced investment professionals manages over $50 billion for high-net-worth individuals and institutions. Together, we'll leverage our significant experience, rigorous market research and extensive informational resources to help you find the balance between risk and reward that works for you.

Our investment management services

Global multi-asset portfolios

Our investment philosophy is rooted in managing risks while seeking potential returns to help you meet your investment objectives. We customize our core-and-satellite framework with a rigorous due-diligence approach to product implementation, which includes a blend of index, factor proprietary and nonproprietary alpha-oriented investment strategies. This combination results in portfolio strategies aligned to your desired outcomes, including:

  • Market-oriented
  • Goal-oriented
  • Sustainable
  • Income-focused

Proprietary fixed-income strategies

Our fixed-income solutions pursue value through a disciplined approach to both generate income and preserve capital. We seek to identify opportunities with data-driven research while maintaining integrity within a clearly defined risk framework.

  • Ultra-short to long-term customized investment-grade solutions
  • Taxable, municipal—including state-specific—municipal advisor and custom mandate strategies

Proprietary equity strategies

Our disciplined data-driven equity strategies rely on deep quantitative and fundamental company research, portfolio construction and ongoing risk management while seeking risk-controlled outcomes for clients.

  • US-focused
  • Capitalization-specific
  • Tax-aware and transition capabilities

Private investmentsD

Our open-architecture and direct-access approach to private investments seeks to provide investors with a wider scope of investable assets that integrate into your broader investment strategy.

  • Our strategies look to provide synergy between your public and private portfolio exposures.
  • Our proprietary approach to intra-vintage diversification—as well as our multi-year investment approach—seeks to mitigate timing risk.
  • Investment portfolios look to include private equity, private real assets and private debt.

Private equity investments are not suitable for all investors. They are intended for individuals or entities with a comprehensive understanding of the risks associated with illiquid investments, a high risk tolerance and a long-term investment horizon.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

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. There is no guarantee that a strategy will achieve its objective.

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

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.