Investment Management - Overview

First American Trust has been managing client portfolios for over four decades and currently has more than $1.5 billion under management. Our investment philosophy is to provide customized high quality portfolios of diversified equity and fixed income securities to meet our clients needs while achieving superior investment performance over a complete market cycle.

We have a staff of eleven experienced portfolio managers and analysts averaging 15 years of experience in the industry dedicated to providing superior investment performance and uncompromising client service.

    Client Review Process and Asset Allocation

Our asset allocation and portfolio construction process begins after a thorough assessment of a client's investment objectives, risk tolerance and special considerations such as taxes, liquidity/cash timing needs, or security specific direction (i.e. "Do not buy any tobacco stocks"). Since each account is customized based on client-specific needs, we also routinely work around existing concentrated positions and low cost basis holdings.