Competitive Pricing. Fair and competitive fee-based services based on long-term customer relationships.
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We provide portfolio management assistance for both individuals or businesses. We relieve you of the day-to-day burden of investing. We execute trades, maintain all records and provide you with timely and accurate statements.
We provide objective, unbiased portfolio investment management. By utilizing various research sources, we will help you to create and maintain financial security for you and your family. You can delegate as much or as little investment responsibility as you want.
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We are experienced in administering many types of trusts, including, but not limited to, revocable trusts, testamentary trusts, grantor trusts, etc. By establishing a trust, you can spell out your goals and objectives for the administration of your assets. Also, significant tax savings can often be achieved through the establishment of a trust.
Estate Planning and Administration
We offer professional asset administration, bookkeeping, and investment management solutions. We’ll work with you to review your current plans, evaluate your assets and help you select an investment management solution to meet your goals. Planning for your family’s financial security is an ongoing, ever-changing process. From new tax laws to changing family circumstances, financial planning is the foundation to successful wealth management. We can review your current will and/or trust document, as well as make recommendations to insure that you have prepared for your financial future and estate needs.
We also provide estate settlement administration. We can manage and sell property; assure proper income tax and other tax obligations are met; provide detailed accounting to the courts; and make final distribution to beneficiaries and heirs. An executor’s job can be confusing and complex. By utilizing First Citizens as the executor of your estate, you can provide for a continuing flow of income for your family following your death; ensure professional management of your investments; and create a unified source of support for your family.
Retirement Account Administration
From individual IRA accounts to corporate pension/profit sharing plans, 401(k) plans and ESOPs, our Trust Company can assist you with retirement plan options. Are you an individual looking for retirement options for your company plan? Are you a company looking for an experienced plan administrator? Contact us and let us show you what we have to offer.
We are available to meet with you at your convenience or at any of our locations.
Products provided by First Citizens Trust & Investment Services are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested.