The investment process is driven by the outcome of a mutually developed and agreed upon financial plan. Balanced with your ability to handle the risks associated with various classes of investment assets, a portfolio is developed. To promote the long term growth of your assets, our Trust and Wealth Management Group stresses risk management and a reasonable cost structure.
First, we have been in a period of rapid innovation for investment products. The development of ETFs (Exchange Traded Funds) has created the ability to provide extensive diversification at a very low cost. Tax efficiency has been greatly improved. You will find ETFs used for their advantages and low cost in your portfolio. Commissions are very low, again as a result of financial innovation. While using a wide range of investments to meet your needs, keeping costs reasonable is a priority.
We are not traders! The Trust and Wealth Management Group stresses the importance of identifying an appropriate asset allocation for each client and staying the course over the long run. If you are looking for the “glamour” of constant portfolio changes and their associated trading costs, we are not for you. We seek to build a long-term investment portfolio, which meets your long-term financial goals.
Our investment management fees are some of the lowest available. Community bank values and a core belief in keeping all possible expenses low work to your long-term advantage. Please compare our costs to other managers’ charges, and remember to look for the hidden fees (we do not have any!).
The Trust and Wealth Management Group at The First is all about your financial success, and will work diligently with you to see your financial goals come to fruition. We strongly believe in our disciplined financial planning/investment portfolio process, and we are passionate about helping you every step of the way. We love what we do, and believe you will, too! Call us at 215-968-4872.
This product is not FDIC insured, nor bank guaranteed and may lose value.
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