FirstBank & Trust
Wealth Management

Advisory Programs

The primary purpose of FB&T Wealth Management is to provide access to investment advice, portfolio management and supervision as well as financial planning and consultation for its clients.

Portfolio Management Relationships

  • Portfolios are uniquely designed for each individual
  • Portfolio designs include a well diversified investment selection*
  • Designs include a variety of investments of differing types, sectors, classes and styles

Custodian and Investment Statements

Portfolio assets will be held by a designated custodian LPL Financial. The custodian will send detailed account statements at least quarterly.

Reports

The Report may contain:

  • Overview of current economic conditions
  • Current portfolio valuations
  • Listing of all investments owned by the client
  • Specific investment recommendations
  • Explanation of any changes made within the portfolio

Service

We offer:

  • Regular reviews with clients as requested
  • Direct access to our Financial Consultant
  • To read statements and reports

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. FirstBank & Trust and FB&T Wealth Management are not regisitered broker/dealers and are not afiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
Not FDIC insured May lose value No Bank guarantee Not a Deposit

Not guaranteed by any Government Agency.
LPL and FB&T Wealth Management are non-affiliated entities.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities busineses only with residents of the following states: Alabama, California, Colorado, Florida, Kansas, Missouri, New Mexico, Oklahoma, and Texas.

 

© 2014 FirstBank & Trust. All rights reserved. Please read our privacy policy & terms of use.
Routing #: 111319347  |  Site Map
FDIC Equal Housing Lender