Corporate Trust Services
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)
- Small & medium businesses
- Insurance companies
- Real Estate LLCs
- Large public corporations
Retirement Plan Services
At First American Trust, we offer support for a broad array of qualified and non-qualified retirement plans including rabbi trusts, profit sharing plans, and pension plans. As trustee, we work closely with leading third-party administrators and record keepers, to provide efficient interaction between the plan committee and human resource departments.
Our retirement plan services team will coordinate the funding of assets and participant distributions within defined proper processes. We support our clients needs for mutual and exchange trade funds, life insurance policies, and participant loans as supported by the assigned third-party administrators. Regular audit support and periodic plan valuation record keeping is maintained to comply with ERISA and other regulatory oversight requirements.
Non-Profit Organizations (Charities)
Your charitable mission to serve our community has a lasting impact for present and future generations. Proper stewardship of your foundations and endowments ensures the longevity and sustainability that your mission deserves. With First American Trust philanthropic services, we work closely with charitable organizations to understand their objectives and help preserve and grow the donations entrusted to them.
We provide customized portfolios designed to manage risk, produce cash flows to support current operations, and long-term capital appreciation to handle future demands.
- Development and review of investment policy & governance structure
- Setting return expectations, risk tolerance, and benchmark measurement
- Investment analysis, strategy implementation, and portfolio monitoring
- Distribution and donation processing
- Quarterly performance measurement (GIPS compliant)
We work closely with your donors to help plan their gifting strategy and contribute to your cause. We regularly spotlight our charitable clients to introduce their mission to our client base.
Families often consult us to help with the following structures to achieve their philanthropic desires:
- Gift planning
- Testamentary gifts
- Lifetime gifts
- Charitable trusts
- Donor advised funds
Insurance / Bank Portfolios
Our familiarity with regulated insurance and bank portfolio management allows us to provide specialized services to our clients.
For insurance clients, understanding NAIC guidance and classification, asset-liability matching to actuarial claims expectations, and delivery of risk managed return are paramount to achieving desired outcomes.
As a regulated bank, we understand bank portfolio management. Our documented processes ensure your sensitivity to market risk is measured, understood, and managed while our investment advice and execution meets your net interest margin objectives.
Speak to Us.
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