Investment Services

Investment Management Services

The advisors at First Bank & Trust's investment objective is to invest/manage your portfolio while adhering strictly to pre-determined risk parameters and investment guidelines. We work closely with you to understand your investment objectives, risk tolerance, tax situation and liquidity requirements. Our investment professionals manage your portfolio according to your specific needs and continually monitor your account. Investments are mutual funds, high-quality common stocks, bonds and insured bank products. We prepare individually tailored portfolios for:

  • Taxable Accounts
  • Tax-free Accounts
  • Asset Allocation Models
  • Individual Stock and Bond Portfolios

Institutional Investment Services

Our institutional clients include foundations, endowments, private/public trust companies and non-profit organizations. We offer the following services for our institutional clients:

  • Investment Advisory Services
  • Custody Services
  • Escrow Services

Individual Retirement Accounts

Individual Retirement Accounts (IRAs) allow your retirement savings to accumulate faster by deferring tax payments or even achieving tax-free growth opportunities. We can provide complete investment management for your IRA, or you can direct your own IRA in a broad range of investments. We offer:

  • Traditional IRAs
  • Roth IRAs
  • Custodial IRAs (Bank CDs)
  • Simple IRAs
  • Simplified Employee Plans (SEPs)
  • Coverdell Education IRAs

Personal Financial Services

Our personal financial services provide relief and assistance to our clients who need help with their day-to-day financial matters. Our customers can enjoy their later years without the burden of handling the oftentimes confusing details of:

  • Medical Insurance Management
  • Financial Management
  • Bill Paying
  • Annual Tax Preparation

Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Bank & Trust.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James Privacy Policy

In order to better assist you, we will need to gather some information. Please fill out the information below and click the Start Chat button to talk to a Customer Service Representative.

Please note our chat support is available
Monday - Friday: 7:30 am - 6:00 pm
Saturday: 8:00 am - Noon

You are now leaving
While we offer this link for your convenience, please note that we are not responsible for the content provided by third-party websites. We encourage you to review the policies of any website prior to sharing personal information to ensure privacy and security.