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Financial Management & Trust Services' offers comprehensive investment portfolio management for its clients. This involves a well-planned, systematic investment strategy tailored to an investor's objectives and risk tolerance. Portfolio management includes selecting and monitoring investments such as stocks, bonds, exchange-traded funds, and mutual funds. 

The primary goal of portfolio management is to maximize investment returns through various strategies and techniques. A portfolio manager is tasked with creating portfolios that align with the investor's objectives, while also considering marketing conditions and associated risks. 

Nick JohnsonInvesting Starts with You 

Portfolio management begins with a crucial element: understanding you and your complete financial picture - you goals, risk tolerance, and long-term vision. Portfolio Manager Nick Johnson meets with clients to assess their risk tolerance, investment horizon, and return expectations. He then creates a comprehensive plan designed to help clients achieve their goals. 

With You at Every Point

Our Wealth Advisors and Portfolio Manager keep you informed about your investments through several key services: annual reviews to ensure your assets adapt to changing life circumstances and goals, a diverse range of investment products, quarterly reporting, and 24/7 online access via our secure website. These tools help you stay up to date on your financial situation. 

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IMPORTANT DISCLOSURE AND INFORMATION

Investing involves risk. There is always the potential of losing money when investing in securities. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not protect against the risk of losses in broadly declining markets.

First National Bank and its affiliates or advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Investment Products:

  • Are Not Insured by the FDIC or Any Federal Government Agency.
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate.
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested.

First National Bank does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Please consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Except for assets managed on a discretionary basis through an advisory agreement with First National Bank, you are responsible for determining whether, and how, to implement any financial planning recommendations provided, including asset allocation suggestions, and for paying applicable fees. 

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