For some clients, wealth comes from business success. For others, it's part of a family legacy. In all cases, it presents remarkable opportunities and challenges. For the Wealth Management team, there's no one-size-fits-all investing approach. We take the time to understand your personal goals and risk comfort levels as we help shape your portfolio.
- We use rigorous academic research to gain insights about market trends and returns.
- We seek to generate higher after-tax returns with low-cost, tax-efficient solutions.*
- We create asset allocation plans for investors that are designed to minimize risk and maximize potential returns.
- We factor in your age, market conditions and time horizon for achieving your objectives.
- We carefully monitor you account and re-balance it when necessary to ensure that you are maintaining the right balance between risk and reward.
* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.