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:

Separately Managed Accounts

For clients with substantial assets to invest, we offer the Separately Managed Accounts Program.

Learn More button   

      

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.

Learn More button   

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.

Learn More button   

 

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.

Learn More button   

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.

Learn More button   

 

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.

Learn More button   

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.

Learn More button   

 

Alternative Investments

First American Bank can also make available alternative investment products such as hedge funds, REITs, and short extension strategies.

Learn More button   

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
Banner Image
Email This Page