Skip to contentInvestment Management
- Skilled Portfolio Managers
- Customized investment selections based on your individual needs
- Frequent account reviews and consistent communication to fulfill common investment duties
Learn MoreRetirement Rollover
- Full service IRA asset holding and account management
- Transfer and invest in a tax-deferred account
- Different rollover options available
Learn MoreEstate Administration
- Asset identification, collection, valuation and management
- Expertly navigate the probate process
- Objectively carry out your stated goals
Learn MoreEstablishing 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
Learn MoreWhat 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
Learn MoreInvestments & Trust Team
- Skilled Portfolio Managers
- Customized investment selections based on your individual needs
- Frequent account reviews and consistent communication to fulfill common investment duties
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