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Separately Managed Accounts

Portfolios of individual securities in major asset classes and investment styles are managed by First American Bank. Mutual funds are included for diversification purposes after undergoing a rigorous screening and selection process.

Equity Investments

First American manages portfolios of large and intermediate capitalization stocks using a "core equity" style that combines both growth and value stocks.

  • Stock selection is based on fundamental analysis conducted by our research analysts using a variety of databases and Wall Street research. 
  • Portfolios are diversified across economic sectors and industry groups and actively managed in terms of both sector weights and stock selection. 

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.

  • Bond portfolios can be structured to meet income goals or cash flow needs.
  • Bonds are also an important addition to investment portfolios for purposes of reducing overall volatility and enhancing risk adjusted returns.


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

Quarterly Investment PDF

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