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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 $2.0 billion in assets under management and administration. Our staff of investment professionals, including portfolio managers, research analysts and traders, average in excess of 30 years experience in the investment business.

We offer a wide range of choices to meet your investment needs:

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