Separately Managed Accounts
For clients with substantial assets to invest, we offer the Separately Managed Accounts Program:
- We select Institutional Asset Managers to provide their expertise in managing style-specific investment portfolios of individual securities.
- These independent money managers are chosen on the basis of criteria overseen by the First American investment professionals.
- Typically, these managers would only be available to the very largest individual and institutional investors. We are, however, able to access their expertise for accounts that meet certain minimum investment criteria.
- The Separately Managed Accounts Program brings world class institutional asset managers to your portfolio at the same cost as most proprietary asset management programs.
Portfolios of individual securities in all asset classes and investment styles are managed by either First American Bank or a third party institutional money manager.
First American manages portfolios of large and intermediate capitalization stocks using a "core equity" style that combines both growth and value stocks.
Fixed Income Investments
In keeping with our comprehensive approach, First American also manages portfolios of individual bonds, which can be either taxable or tax exempt depending on your needs.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Guaranteed by any Government Agency||Not a Bank Deposit|