Trust & Investments
Investment Management
- Skilled Portfolio Managers
- Customized investment selections based on your individual needs
- Frequent account reviews and consistent communication to fulfill common investment duties
Establishing Your Estate Plan
Learn MoreThe Three Important Documents You Need for an Estate Plan
Learn MoreTrust Administration
- First Citizens can administer all types of trusts
- In-house experts familiar with shifting regulations and tax laws
- Personalized, attentive service throughout the process
What is a Trust?
Learn MoreOil & Gas Management
- Review leases with declarations, division orders, and check stubs
- Confirmation of Decimal Interests
- Evaluation of Post-Production Deductions
Investments & Trust Team
- Skilled Portfolio Managers
- Customized investment selections based on your individual needs
- Frequent account reviews and consistent communication to fulfill common investment duties
Not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.