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.
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:
The result is a globally diversified portfolio covering a range of asset classes that is responsive to varying market conditions.
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.
Stay on top of your game with First Business resources tailored to your business needs.
The FBIZ Advantage is a resource center geared to help you with all your business needs.