Wealth Management

877-908-7878

 

Dedicated Service


We recognize that serving our clients encompasses much more than managing assets. It includes providing solutions and services to assist them in defining and reaching their goals. We deliver those solutions through a team of experienced professionals, positioned locally in the markets we serve, so that our clients enjoy the personal, tailored service that has always been our hallmark.

 

Asset Management

 

At First American Trust, we are dedicated to helping wealthy individuals and families meet their personal financial goals. Our investment philosophy focuses on high-quality investments and risk management through diversification. Asset allocation is the cornerstone of our investment process. We work closely with our clients to define specific objectives for asset growth, income, and capital preservation. Then we develop a customized portfolio that will meet their unique needs, while minimizing tax consequences. Our experienced portfolio managers are available to meet with our clients on a regular basis to review and update their portfolios. Maintaining our commitment to providing the highest level of investment management expertise, delivered through personalized service, allows us to build relationships that span generations.

 

Trust Expertise

 

First American Trust serves as a trusted advisor to our clients in addition to administering their trust assets. We consider the unique and personal issues of each client and adhere to the highest standards of loyalty, impartiality, and confidentiality in carrying out the terms of the trust. First American Trust is a Federal Savings Bank regulated by the Office of the Comptroller of the Currency (OCC).

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