Disciplined Investment Management
First American Trust’s Investment Management expertise is provided with an understanding of client objectives. Setting expectations, understanding goals, and respecting the uniqueness of each client is the foundation for delivering desired results and building trusted partnerships with our clients.
To achieve optimal investment performance, our disciplined investment process is based on seeking risk managed opportunities to enhance returns. Risk management is core to our firm’s philosophy.
We offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing.
Our investment management has delivered time-tested results for individuals, families, foundations, endowments, corporations and retirement plans. Our firm feels privileged to devote the time of our experienced professionals to build effective investment solutions for clients and prospects.