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 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, advisory services and insurance products offered through LPL Financial Services and it's affiliates. Member FINRA / SIPC and a SEC 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.

This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

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