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Investment ManagementFinancial Advisors

You work hard for what you have. We offer professional advice and solutions to help you manage and protect your assets.

Envisioning your financial future, then making it happen, is increasingly difficult in an ever-changing environment. Access to the right professionals simplifies the process.

First American Bank has offered solid banking services for over 75 years. Our Wealth Management Group goes beyond banking to craft comprehensive wealth plans.

We help you understand what your true goals and concerns are. Specifically, our process guides you through Thirteen Wealth Management Issues.

Once your primary concerns are identified, a plan must be put into action. If investing is part of that plan, our core investment philosophy is important to understand. We believe that for any given level of risk a client is willing to take, a diversified portfolio can be created that optimizes return at that level of risk.

We accomplish this philosophy by:

  • Creating a living investment plan with our clients — an in-depth look at concerns and priorities
  • Having open architecture — we do not have proprietary products; we look for strategies that meet your investment objective
  • Actively managing investments — including active asset allocation, close monitoring of investment funds and managers
  • Applying prudent risk management — regular rebalancing, reallocation, and correlation of investments
  • Reviewing investment performance with our clients and adjusting when necessary

 


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Wealth Management Group are not affiliated. Additional products and services may be available through First American Wealth Management that are not offered through AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.