As an investor, you're not interested in traveling with the pack or simply putting money into a few mutual funds. But you're also not interested in spending all your free time researching stocks and making trades. With a Managed Investment Account, a team of experts will help you pursue your unique financial goals, allowing you to focus on other aspects of life.
- We design our managed accounts for investors who prefer to leverage the skills and expertise of an experienced investment team.
- We work equally well with individuals trying to achieve more tax control or fiduciaries seeking a more disciplined investment framework.
- We help you compile a portfolio of stocks, bonds and other instruments that's designed to meet your personal objectives.
- We're available for consultation whenever and wherever it suits your needs.
* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.