Trust & Investment Management

Investment Management Services

First National’s Trust & Investment Department’s primary purpose is to help you achieve your financial goals. This is accomplished via investment services that are tailored to your changing circumstances and needs. We can work with you as an investment manager or advisor for your personal wealth accounts or for your trust relationships.

Our Department is staffed by a team of highly experienced professionals who build relationships with you and your other advisors in order to understand your financial goals and create customized investment strategies and portfolios focused precisely on your unique preferences, tax situation and income and growth objectives.

Unlike many other trust investment management firms, we do not require that you adopt predefined models for your portfolio. We create cost- and tax-efficient portfolios using a Core & Satellite approach. This approach combines a core of individual high-quality stocks and/or bonds with low-cost exchange-traded-funds (EFTs) to strategically and tactically gain exposure to other asset classes including small/mid-cap stocks, high-yield bonds, emerging markets and commodities.

Our investment account options include:

  • Personal wealth management and advising
  • Trust Investment management and advising
  • IRA and other retirement plan management
  • Custody relationship

Watch the video below to learn more about our Trust Investment Services.

Building Better Portfolios with a Core & Satellites Approach (download)

Please have a Wealth Strategist Officer contact me.

Certain investments and/or products offered by the Trust Department are not insured by the FDIC, are not a deposit or other obligations of, or guaranteed by, the First National Bank of South Miami. These products and/or investments are subject to investment risks, including the possible loss of the principal amount invested.