First Citizens Global Managed Portfolios give you an intuitive and integrated experience made to offer:
Plus a dedicated Investment Associate is assigned to your account.
This is an investment experience that puts the power of our expert Portfolio Managers to work on growing your wealth. A trained, dedicated Investment Associate will be assigned to your account to create and execute a plan that helps you achieve your financial goals.
There is no one-size-fits-all here! We will work with you to discover which of our model investment portfolios is right for your risk appetite, your situation and your goals.
Online and mobile options allow you the power to access your account anywhere, anytime. And if you have other international accounts with First Citizens, you can enjoy the convenient option of linking these accounts and accessing a consolidated view of all your holdings.
To get started or for more information please complete the form below:
Risk: All investments, depending on their nature, carry a degree of risk and should be carefully considered before making any decision. Please discuss the details of this and all other risks associated with investments with a Wealth Management Professional. Our Wealth Management Professionals are available to provide clarification on any concerns that you may have.