Wealth Newsletters
Investing and financial planning

Benefit from a deeper understanding of market trends, investment options, and economic landscape-shaping events.

Learn More

Our investment management services focus on your success

Broad diversification in your portfolio can help you meet specific investment objectives. First American Bank offers strategies, managed by our investment professionals, that leverage mutual funds to achieve clearly defined outcomes.

  • Strategies range from very conservative to very aggressive in terms of the allocation to stocks, and the distribution among large cap, mid cap, small cap and international equities.
  • Overall allocation to stocks and bonds are within ranges for each strategy, and our investment professionals will adjust the allocation within those ranges depending on their outlook for the markets.
  • Portfolios are rebalanced periodically to bring holdings in line with the specified allocation for each objective.
Disclosures

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit