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Investing and financial planning

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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.
  • Offshore mutual fund strategies for foreign nationals available.
First American Bank is a full-service bank with locations in Illinois, Wisconsin and Florida.

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