ABOUT OUR TRUST & INVESTMENTS
First Business Trust & Investments is a division of a locally managed financial services company. We specialize in trustee services, investment management services, and nonproprietary qualified retirement plans. Our mission is to provide premium service and the highest quality products that meet our clients’ financial needs.
Our clients tell us the First Business difference is:
PERSONALIZED ATTENTION
First Business Trust & Investments doesn’t plug your family or financial situation into a formula. We take the time to learn who you are, what you do, and how you do it. We use our understanding of your individual goals and financial needs to craft a personalized trust or investment solution just for you.
PREMIUM CUSTOMER SERVICE
Your account matters to us! Our commitment to you and your family is evidenced by premium customer service. Your account is assigned a dedicated account officer who oversees all aspects of client communications and account administration. Your account manager and portfolio manager will meet with you, your family members, and key advisors on a regular basis to review the status of your account. We strive to anticipate your needs and to offer creative problem solving when necessary.
KNOWLEDGEABLE PEOPLE
You are looking for objective, expert advice. Our staff is highly credentialed and experienced. We put our backgrounds in finance, law, business and financial planning to work for you. By providing estate planning, retirement plan, and cash flow analyses, we help you get the most out of your investment management account or your trust.
NONPROPRIETARY INVESTMENT OPTIONS
Selecting competent investment managers can be challenging. At First Business Trust & Investments, we do not have any proprietary investment options. This ensures that our objectives are more directly aligned with yours. Our unbiased research delivers managers with solid track records and a long-term focus.