Online Banking Quick Access to Menu Home Wealth Management Investment Management Services Investment Management Services Investment Management Services Custom Portfolio Construction Access to World Class Investment Experts Our Investment Philosophy Local Investment Committee Oversight Our Investment Team is Committed to You Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range. You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust. Investment Risk Tolerance We use your Risk Number® to help you invest according to your own risk tolerance level. Learn More How we manage your portfolio: Our Team Dedicated Investment Team including Accredited Fiduciary and Chartered Financial Analyst 2 Candidate Service to over 1,400 clients with assets of approximately $1 billion Committed to continued education and learning Both internally and externally regulated by various committees and boards Our Practice Provide comprehensive financial solutions at every aspect of your life Customized asset allocation based on risk tolerance and goals Periodically review of portfolio securities and allocation Examine the economic environment and monitor the impact to our offerings Our Commitment Consistent investment monitoring Dependable economic updates Regular account performance reporting 24/7 Online account access Dedicated to helping you achieve your financial goals Contact Us | 641-422-1600 | wealth@myfcb.bank Products provided by First Citizens Wealth Management 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. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation. First at Service At First Citizens Bank, you can take care of all your financial needs under one roof. From deposit accounts and loans of all types, to mobile banking and financial planning, we’re THE comprehensive provider in our communities. Get in touch with us to see how we can serve you! Contact Us Top Visited Pages Online Banking Home Loans Career Opportunities Digital Banking Contact Us About Us Savings Rates Routing #: 073901602 © 2021 First Citizens Bank. All rights reserved. Privacy Policy | Sitemap | Terms of Use | USA PATRIOT Act | Careers | Financial Calculators | Consumer Info | Charitable Foundation | Web Accessibility Guidelines Custom financial web solutions by VGM Forbin. Aa Aa Aa Contact Us