Our institutional clients desire a trustworthy partner to help their business thrive. We make sure to deliver on our promises so that you can focus on your mission. We follow directives, execute flawlessly, and manage complexity with simple solutions.
- Custody and trustee services
- Investment management
- Risk management & governance
- Banking for Title & Escrow Industry
- Financial strength (parent is NYSE: FAF)
- Regulated Bank (OCC)
- Annual independent audits (SOX, SSAE18, and others)
- Developed information security program
- GIPS compliant performance reporting
Institutional Clients Served
- Non-profits (charities)
- Retirement Plans
- Small & medium businesses
- Insurance companies
- Real Estate LLCs
- Large public corporations
Trusts for Institutions
Safety and soundness are our primary objectives.
Required by law to place our client's interest above our own, First American Trust exercises its fiduciary powers to provide custody and trustee services to our clients.
Our experienced trust officers provide the comfort of third-party control in various situations, such as mergers and acquisitions, legal settlements, and complex real estate transactions.
Our robust electronic platform provides the stewardship sought by long-term asset pools, such as retirement plans, insurance reserves, foundations, and endowments.
Custody & Control
- Income collection
- Cash management
- Multi-asset safekeeping
- Trade settlement
- Sound funds transfer controls
- Controlled disbursement
- Independent third party
- Escrow agent
- Fiduciary responsibility
- Retirement plan trustee
- Robust online access
- Accrual and trade date accounting
- Gain/loss schedules
- Tax reporting
Institutional Investment Management
Our professional stewardship of your organization's investment portfolio allows you to focus on your core mission. Whether a new successful firm with additional liquidity to spare, or an experienced insurance underwriter, we have helped our institutional clients develop and enhance their processes for investment oversight while meeting their return objectives.
We have experience managing large and complex institutional portfolios due to our heritage as an insurance company and regulated bank. This provides benefit to all our clients regardless of their size.
- Experienced and credentialed staff
- In-house analyst team
- Corporate, insurance, banking, and non-profit portfolio experience
- Board presentation proficiency
Risk Managed Return
- Proven investment process
- 25+ years of attractive returns
- GIPS compliant performance reporting
- Risk management controls
- Asset / Liability matching
Planning for Institutions
Exceeding your expectations is only possible through a clear agreement on our engagement. Our tenured team's insight will enhance your organization's plan to generate reasonable returns while mitigating downside risk.
Proper governance, sound investment policy, and a robust risk framework drive successful outcomes for our institutional clients. We provide decades of experience aiding our clients to fulfill their missions through regular measurement and reporting to their stated objectives.
- Goal setting
- Investment policy guidance
- Risk appetite
- Benchmark selection
- Cash flow management
- Asset allocation targets and tolerance
- Asset class allowance / restrictions
- Asset liability matching
- Interest rate risk shock analysis
- Scenario based portfolio risk assessment
Banking for Title and Escrow Agents
Easy to use, easy to access, easy to convert.
First American Trust provides comprehensive banking solutions tailored to the title and escrow industry, including escrow software integration, deposit account services, treasury management applications, remote deposit capture, positive pay, and real-time domestic and international wire transfer services.
Improve the speed and efficiency of your real estate closing process through our secure, reliable, and proven platform.
- Existing real-time integrations with your production platforms providing straight-through transactions, new accounts, and reconciliation.
- Interest bearing or analyzed checking, savings, trust, or time deposit accounts tailored for your escrow and title business.
- Optimize your efficiency through our readily accessible real-time online applications.