Investment Philosophy

First American Trust has been managing client portfolios for over four decades and currently has over $2.8 billion under management and administration. 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 eight experienced portfolio managers and analysts averaging 16 years of experience in the industry dedicated to providing superior investment performance and uncompromising client service. 

Equities

Our proven expertise in managing Individual Large Cap Securities combined with a disciplined manager selection process in the Mid Cap, Small Cap and International asset classes provides our clients with diversified, actively managed portfolios well-positioned for long-term growth. In addition to our focus on long-term performance, we believe client portfolios should be managed with a keen eye on risk-control, tax implications and trading costs.

Fixed Income

First American Trust's Fixed Income Philosophy involves active participation in the credit markets guided by the established risk tolerance and investment objectives of our clients, paying particular attention to safety, liquidity and yield concerns. Our comprehensive research and risk management processes effectively identify, measure, monitor and control risk consistent with prudent portfolio management. These risks include, but are not necessarily limited to: market risk, credit risk and liquidity risk.