Investment Management

Customized Investment Management

We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your short and long-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your returns.

Our Approach

Our team is here to help you understand how various investments can improve your future so you can make well-informed decisions. With our years of experience in asset and investment management, you can count on us to guide you in the right direction when it comes to managing your investments and maximizing the potential returns.

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Putting Your Interests First


Our goal-based approach ensures that you can meet your short and long-term needs. No matter what your situation is, you can depend on us to take every factor into account.

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We have years of experience in creating personalized portfolios
for our clients that minimize
tax liabilities.

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You can depend on us to manage your assets with the highest standard of fiduciary responsibility, as if they were our own.

Find Your Wealth Consultant

Trust one of our experienced wealth consultants to help you navigate financial planning and create wealth-building strategies to enable long-term success and give you the peace of mind you deserve.

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Services Built Just for You

From retirement to legacy planning and everything in between, our wealth consultants are here to help you every step of the way. Learn how we can help you navigate complicated decisions and make meaningful choices to meet all of your goals and help secure your future.

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Your retirement can only be done one way: on your terms. Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.

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Planning document


Protecting the wealth you’ve accumulated is our top priority. Our expert consultants can guide you with asset protection to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage your legacy.

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Bank building


When you become a Trust Company of North Carolina customer you will have exclusive account benefits to help you grow your wealth. Open a Private Banking Account to get access to our highest personal interest rates, free services, and loan discounts. You’ll also receive a suite of money-saving benefits with Fidelity Bank Perks powered by BaZing, the nation’s largest network of coupons and discounts.

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What People Say About Us

Frequently Asked Questions