Client Review 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.

 

asset allocation

 

 

asset allocation
 
PRIVACY | SECURITY | REGULATORY STATEMENTS     © 2010 First American Financial Corporation. All rights reserved. NYSE: FAF 
 
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Investment Products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by the Bank or any Bank Affiliate
  • May Lose Value

 

 

 

 

 

 

 

 

 

 

Beginning July 1, 2010, First American Trust will no longer participate in the FDIC’s Transaction Account Guarantee Program. As a result, after June 30, 2010, funds held in non-interest bearing transaction accounts and IOLTA accounts will no longer be guaranteed in full under the Transaction Account Guarantee Program. However, these accounts will be insured up to $250,000.00 per depositor under the FDIC’s general deposit rules.