Investment Management

Your money should be working as hard as you are.
  • Partner with a team of experts who will help you pursue your unique financial goals.
  • Minimize risk, and maximize potential returns. 
  • Leverage our strong knowledge of financial solutions.

Minimize risk and maximize potential returns.

The First Bank Wealth Management team merges their responsibility as a fiduciary with a tailored, holistic approach to helping you achieve your financial goals.
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. There's no one-size-fits-all investing approach for the First Bank Wealth Management team. We take the time to understand your personal goals and risk comfort levels as we help shape and build your portfolio.

Here’s what you can expect when working with our knowledgeable team:
  • Gain insights about market trends and returns using rigorous academic research.
  • Generate higher after-tax returns with low-cost, tax-efficient solutions.
  • Create asset allocation plans that are designed to minimize risk and maximize potential returns.
  • Achieve your objectives by factoring in your age, market conditions, and time horizon.
  • Monitor your account and re-balance, when necessary, to ensure that you are maintaining the right balance between risk and reward.

Investment Management Services

An experienced team can make all the difference. 
Managed Investment Account
Tax-Advantaged Investing
Portfolio Review
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions 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. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.