Skip to content

Investment Management

  • Skilled Portfolio Managers
  • Customized investment selections based on your individual needs
  • Frequent account reviews and consistent communication to fulfill common investment duties
Learn More

Establishing Your Estate Plan

Learn More

The Three Important Documents You Need for an Estate Plan

Learn More

Trust 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
Learn More

What is a Trust?

Learn More

Oil & Gas Management

  • Review leases with declarations, division orders, and check stubs
  • Confirmation of Decimal Interests
  • Evaluation of Post-Production Deductions
Learn More

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
Learn More