Philosophy & Values

First American Bank believes that each client is unique. Your personal values, family issues, lifetime goals and resources must be considered when developing financial strategies to help attain your vision. Our mission is to help improve the overall quality of your life by creating and implementing a plan that promotes financial security. Knowledge is key in this process. We help you understand what will be required to attain financial goals and what investment and other financial strategies will most likely achieve the results you desire. 

We work with you on all aspects of your wealth management plan. We have outstanding in-house expertise in financial planning, investment management, estate planning, trust administration, banking, and credit. Our Client Advisors most often act as the primary advisor for you and your family and work directly with your attorneys, accountants and other service providers. Because we develop long-term relationships, our approach evolves as you move from the stages of wealth accumulation to preservation and then to distribution.

We pledge to provide service that is second to none. Your best interest always comes first. Our recommendations are founded on what makes financial sense for you and are not based on product offerings that compensate us for their use. When implementing an investment strategy, we combine in-house capabilities with separately managed accounts managed by firms with expertise in specialty asset classes. We maintain custody of all assets and control over the process at all times. This includes continually monitoring and evaluating results to assure that your goal is always in sight. Changes are made as necessary based on a disciplined process that eliminates any emotional ties to specific assets or managers. You have the confidence of knowing our fee structure does not compensate us based on product selection.

Our Values

Integrity:

Committed to maintaining the highest level of ethical and moral standards in every aspect of our business.

 

Dedication: Focused on enhancing the success and financial well being of our clients.

 

Communication:     Communicating openly, honestly and frequently with our clients.

 

Accountability:

Responsible for our decisions, actions and performance -- making commitments and seeing them through.

 

 

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