Investment Management

Let Us Tailor Your Portfolio

Whether you’re looking to invest for the near future or long-term, we can help you choose and manage a variety of investment options. If you have questions about our investment services, our wealth management team is here to assist you.

Investment Management Services

We work with you to understand your investment objectives, risk tolerance, tax situation, and liquidity requirements. Our investment professionals actively manage your portfolio according to your specific guidelines. Choose from a range of mutual funds, high-quality common stocks, bonds, and insured bank products. We prepare a variety of portfolios:

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

Institutional Investment Services

We help foundations, endowments, private/public trust companies, and nonprofit organizations with a number of institutional investment services:

  • Investment Advisory Services
  • Custody Services
  • Escrow Services

Individual Retirement Accounts

Saving for retirement doesn’t have to be hard. IRAs allow your savings to accumulate faster by deferring tax payments or even achieving tax-free growth. Whether you direct your IRA investments or have us manage them, we offer many options:

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

Personal Financial Services

Do you or a relative need help with day-to-day finances? By electing First Bank & Trust as trustee, we can relieve your stress by disbursing money from accounts and handling your personal money matters, including:

  • 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.