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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel. (641)423-1600

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Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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  • Charles City Branch
    300 North Main Street
    Charles City, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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Crafting Your Investment Strategy

 

Posted On: July 26, 2021 by First Citizens Bank in: Wealth Management

Our vision at First Citizens Bank is to inspire financial well-being for everyone.  We use the term “financial well-being” to refer to your comprehensive financial health.   Part of financial health includes having a strong investment strategy.  In this blog post, we will discuss how we utilize a tool call Riskalyze to capture a client’s Risk Number® and engineer a portfolio to fit into an overall investment strategy.  You may be familiar with the outdated approaches to assessing investment risk that have dominated the industry for decades.  The old way of assessing risk, stereotyping investors with subjective semantics, simply doesn’t work.  The words “moderately conservative investing” likely means something different depending on who you are talking to, and a person’s age doesn’t always determine those factors anyway. Instead,

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