Investment Management

Invest on your terms

When it comes to investing, we understand it’s complex. What works for you may not work for anyone else. While considering your investment portfolio, you may have the following questions:

Will my portfolio continue to perform in the future?
Do I have too many eggs in one basket?
Do I have a full picture of all of my assets?
Has my portfolio been performing the way I want it to?
What do I want to achieve with my investments?
At what point will I need access to those investments?

We can help answer these questions and then manage the complexities with data-backed recommendations. We’ll pull together your full financial picture, analyze past market and portfolio performance and provide you with industry news to help guide future investment decisions. With the right information, you can find a balance between risk and return that works for you and stay on track.

However you like to manage your investments, we have the resources to help you be smarter with money—whether you prefer self-directed access, or would like full-service investment planning services.

Through the combined efforts of our Investment Advisory Services and Royal First Bank Investor Services (a broker/dealer and Registered Investment Advisor) teams you get the advice and assistance of experienced investment specialists.

Choose from a comprehensive range of accounts and services to optimize your investment portfolio:

Consult with our team of experienced professionals

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

Explore MoneyGuidePro

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Explore MoneyGuidePro

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.

Market Commentary

Make sense of the markets

We have our fingers on the pulse of the economic growth, investor sentiment and valuation trends.

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Links to third-party websites may have a privacy policy different from Royal First Bank and may provide less security than this website. Royal First Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

Royal First Bank Wealth Management is a registered trademark of Royal First Bank BancShares, Inc. Royal First Bank Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; Royal First Bank Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and Royal First Bank Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through Royal First Bank Investor Services, Inc., Member FINRA and SIPC. Royal First Bank Asset Management, Inc. provides investment advisory services.

See more about Royal First Bank Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.