InvestmentsInstitutional Investment Management
Contact Us
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Email Us |
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800-538-7298 402-633-3400 Monday - Friday 8:00 a.m. - 5:00 p.m. |
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16th & Dodge |
We believe in the development of long-term client relationships by delivering superior service. In addition, we work with numerous foundations and endowments to deliver above average returns with below average risk.
First National Bank has designed a platform specially to meet the fiduciary needs of today’s endowments and foundations. From the investment policy statement, to investments and custody, we offer a turn-key solution to put your mind at ease.
Using our own internal proprietary database, we have combined the best of all worlds, using individual securities to lower costs were appropriate and top-notch mutual funds to add the necessary diversification that your governing body requires as fiduciaries.
Top-notch investment services are then bundled with our state-of-the-art operational, custody and performance reporting capabilities to offer an all inclusive platform for your endowment or foundation.
Core and Satellite Solution
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Core Equity – Individually managed stock portfolio which provides a competitive transparent cost structure while allowing for a diversified base of core equity holdings.
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Core Fixed Income – Individually managed bond portfolio which gives the organization the ability to meet forecasted cash flows needs while controlling interest rate risk.
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Selected Funds – Satellite of mutual funds provides an opportunity for additional diversification using our proprietary list of top performing mutual funds.
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Asset Allocation – The portfolio composition of the strategy is reviewed quarterly by the asset allocation committee to ensure optimal performance and desired diversification.
Solutions
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Customized
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All Inclusive Fees
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Asset Allocation
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Custody of Assets
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990 Reporting
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Individual Securities and Mutual Funds Offer Diversification Required by Fiduciaries
