First Citizens Investment Services
GPTKB entity
Statements (51)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:conducts |
Market research
Client surveys |
| gptkbp:customerBase |
Non-profit organizations
High-net-worth individuals Small businesses |
| gptkbp:established |
1898
|
| gptkbp:has_a_focus_on |
Risk management
Client education Long-term_investment_strategies |
| gptkbp:has_a_mission_to |
Help clients achieve financial goals
|
| gptkbp:has_expertise_in |
Portfolio management
Investment strategies Asset allocation |
| gptkbp:has_partnerships_with |
Financial advisors
Investment firms |
| gptkbp:headquarteredIn |
gptkb:Raleigh,_North_Carolina
|
| https://www.w3.org/2000/01/rdf-schema#label |
First Citizens Investment Services
|
| gptkbp:is_a_member_of |
gptkb:Financial_Industry_Regulatory_Authority
|
| gptkbp:is_committed_to |
Sustainability practices
Diversity and inclusion initiatives |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:is_involved_in |
Community outreach
Financial literacy programs |
| gptkbp:is_known_for |
Personalized service
Strong client relationships Innovative financial solutions Comprehensive financial solutions |
| gptkbp:number_of_teams |
gptkb:Certified_Financial_Planners
Portfolio managers Investment analysts |
| gptkbp:offers |
Annuities
Bonds Stocks Mutual funds Insurance products Exchange-traded funds Wealth management services Estate planning services Tax planning services |
| gptkbp:provides |
Financial planning
Investment management Retirement planning Mobile app for clients Online investment tools |
| gptkbp:receives |
Awards for service excellence
Recognition_for_investment_performance |
| gptkbp:serves |
Businesses
Individuals |
| gptkbp:subsidiary |
gptkb:First_Citizens_Bank
|
| gptkbp:vision |
Be a trusted financial partner
|