Investment Management Services Overview
The Wealth Management Group provides a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. Your relationship manager acts as your advisor during the investment planning process, orchestrating an in-depth analysis of your investment needs and objectives. As these become more clearly defined, your team of investment professionals is assembled and customized solutions are designed to assure that your goals and objectives are met.
The Wealth Management Group has more than $1.5 billion in assets under management and administration. Our staff of investment professionals, including portfolio managers, research analysts and traders, average in excess of 15 years experience in the investment business.
We offer a wide range of choices to meet your investment needs:
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Separately Managed Accounts For clients with substantial assets to invest, we offer the Separately Managed Accounts Program.
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Mutual Funds To access top tier mutual funds in all asset classes, First American employs a range of resources and level of expertise you won’t find anywhere else.
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Target-Risk Funds First American Bank offers a list of mutual fund choices in every asset class and investment style for 401(k) plan participants.
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Target Date Funds Target Date Funds, like the Target-Risk Funds, make the problem of fund selection and asset allocation decision easy for plan participants.
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Asset Allocation Model Portfolios For our clients who desire a broadly diversified portfolio structured to meet specific investment objectives, we offer our Asset Allocation Model Portfolios.
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Indexed Asset Allocation Model Portfolios For our clients who want a market return without taking the risk that active managers may underperform their benchmark indexes. It is a low cost approach which also tends to be very tax efficient.
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Michelangelo™ Funds The Michelangelo Family of funds consists of two collective investment funds and one common trust fund that are available exclusively to First American employee benefit plans and trust customers.
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Alternative Investments First American Bank can also make available alternative investment products such as hedge funds, REITs, and short extension strategies.
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Not FDIC Insured • Not Bank Guaranteed • May Lose Value