Skip to Content

Wealth Management Investments

Investments that are customized for you.

A family celebrating a birthday party outside

Understand, manage, and protect your assets.

With First National Wealth Management, we focus on diversification, risk-adjusted returns and optimal portfolios.

Since 1929, our sole mission has been to help families pursue and achieve their financial goals. We manage $8 billion in assets with $25 billion under administration, allowing us to offer the expertise of a very large investment firm, but with the service and personalized attention of a boutique firm.

We use a team decision-making approach for investment strategies and employ 38 experienced investment professionals, 19 of whom hold the Chartered Financial Analyst® designation.

We want you to feel confident in our work as a fiduciary on your behalf. That’s why we offer fee-based services, rather than commission-based. This ensures your goals and objectives are aligned with ours. As your assets grow, we grow as well.

First National Bank wealth team

Our Approach

There are three important tenets that distinguish our approach.

Philosophy

When it comes to investment management, our overall goal is to provide above average long-term returns with below average risk. We strive to not only help you achieve your goals, but also manage and protect the assets you’ve work so diligently to acquire.

Process

By understanding your unique situation, we can identify the investment objective that best suits your needs. This will drive our recommendations and decisions for your portfolio

Solution

Based on your established investment objective, we’ll make recommendations on investment solutions, strategies and other combinations of services that could meet your needs.

Portfolio diagram - 1. Asset Allocation 2. Investment Strategies 3. Risk Tolerance 4. Goals

Establishing Your Portfolio

When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.

ASSET ALLOCATION

We employ the following strategies for target weightings:

  • Strategic: longer-term allocations based on client return goals and risk tolerance
  • Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks

WEALTH MANAGEMENT

Your Wealth Management team will make well-researched decisions based on your goals.

Contact one of our advisors about investment management services.

Connect with an Advisor

Meet Our Wealth Team

Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value