First Business


It begins with a proven process.

At First Business Trust & Investments we consider each client our most important client. We take the time to get to know your unique goals and investment needs. Rather than selling you a financial product, we partner with you to help maximize your success in navigating an increasingly complicated investment world.

Our investment process begins with you. We recognize that no two clients are alike. We develop a thorough understanding of your unique needs by learning about your risk tolerance, investment time-horizon, income needs, tax situation and other factors that are critical to building your customized investment plan. 

Our Approach to Investments

At First Business we strive to help you achieve attractive risk adjusted returns on your investments over the long-term while striving to preserve capital during times of market weakness. We believe:

  1. Capital preservation deserves as much consideration as capital appreciation when making investment decisions. 
  2. Asset allocation is the most important contributor to overall investment performance and risk control.
  3. A portfolio should be routinely reviewed and repositioned based on a systematic review of global macroeconomic conditions along with technical and fundamental criteria.
  4. Asset class selection is more important than security selection which is why we utilize low-cost Exchange Traded Funds ( ETF’s) and Indexed Mutual Funds in portfolios.

The result is a globally diversified portfolio covering a range of asset classes that is responsive to varying market conditions.

An Experienced Team of Professionals

You will have a dedicated account administrator as a member of your investment team. This individual is in charge of day-to-day activities within your account and is available to answer questions, facilitate requests, or utilize their expertise.

As a valued client you will have an immediate access to skilled advisors who can objectively steer you through today's maze of tax, investment, estate planning, and retirement issues. 

Let's Get Started

Our team of experienced financial experts know our success is based on your success. Call us locally to set up a no obligation review.
  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800 
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442


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First Business Trust & Investments has assembled a team of experts ready to serve your financial needs.

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