The Portfolio Management department is responsible for building, executing, monitoring, and communicating investment portfolios for the Capital City Wealth: Trust Services clients. 

Their approach to working with clients is an ethical one: Portfolio managers are fiduciary managers, therefore, their business practices maintain a responsibility to put client interests ahead of their own. 

Their clients range from individuals to trusts to institutions. Their services include investment policy statement formation and implementation, portfolio construction and management, portfolio analysis, and asset life projection, among others.

While Portfolio Management is ready to serve many types of potential investment clients, they also oversee the investment of Capital City Bank Group (CCBG) pension assets. 

A common misconception about Portfolio Management is that they only provide investment services for trusts; in reality, only 50% of their accounts are trusts. The rest of their book of business is made up of regular investment or retirement accounts.