Portfolio Review

Looking for a second opinion?
  • Get an objective portfolio review from a First Bank trusted advisor.
  • Receive a personalized implementation strategy.
  • Invest with confidence.

In planning for the future, two heads are better than one.
Let's put ours together.

When it comes to investing, some people prefer to be in control of their money and manage their own investments. Others prefer to work with a financial advisor. Regardless, a second opinion is typically a good idea. As a valued First Bank client, we’re always looking out for you, so let one of our trusted financial advisors take a second look for you. And if you qualify, with First Bank's Portfolio Analyzer, you'll receive a high-quality, one-time portfolio review that will help you with your investment decision making, help you analyze your retirement income plan, and feel more comfortable about your financial future.

The Portfolio Analyzer will:

  • Confirm that your goals, objectives, and risk tolerance align.
  • Review the quality of your individual investments.
  • Suggest better alternatives that support your objectives.
  • Perform a stress test to show how your portfolio may respond to future market scenarios as well as during past volatile periods.

To get started:

  • Fill out the form below. 
  • Once you submit your information, a First Bank Wealth Management advisor will reach out to you and ask you to provide additional details. 
  • Once the additional information is received, the analysis will be generated, a financial advisor will review the results, and a recommended strategy will be provided. 
  • First Name is a required field
  • Last Name is a required field
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  • State is a required field
  • Phone Number is a required field
  • Please enter a phone number in format 999-999-9999
  • Please enter a valid email address
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