Portfolio Review

Looking for a second opinion?
  • Get an objective professional review of your investments.
  • 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. But some times, a second opinion isn't a bad idea. 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, leaving you more time to feel proud of what you've accomplished.

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. 
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  • 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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