Investment Services

MANAGE YOUR FINANCIAL SUCCESS WITH CONFIDENCE

Our Wealth Advisors make the complexities of managing financial success simple, yet impactful for clients.
Our primary focus is to understand your goals and objectives and build a personalized strategy to help meet
those goals. We commit to providing you with a comprehensive review of your financial situation and an overall
investment plan aimed at increasing the likelihood of successfully achieving long-term plans.

At First National 1870 we offer:

  • Conflict-Free Advice: We take a consultative financial planning approach, coordinating with outside advisors,
    to deliver thoughtful advice that is communicated in the context of advantages and disadvantages with no
    conflicting priorities.
  • Proven Investment Principles: We take an institutional approach to investing assets for our clients. Our centralized
    process incorporates input from our Investment Committee, Research Team, and Wealth Advisors. Our clients’
    portfolios reflect a risk-aware approach with consideration to global market outlook, risk tolerance, risk capacity,
    and liquidity goals.
  • Cost-Effective Solutions: Expenses are one of the leading impediments to achieving desired outcomes.
    We leverage our expertise and capabilities to bring you cost-effective and tax-efficient portfolios.

Our Investment Services include:

WEALTH PLANNING

  • Individual Retirement Planning
  • Goals-Based Planning
  • Cash Flow Planning
  • Wealth Transfer & Trust Strategies

INVESTMENT MANAGEMENT

  • Asset Allocation Modeling
  • Manager Due Diligence & Selection
  • Personalized Portfolio Management
  • Active Tax Management

To learn more, or to schedule an appointment, please call Perry Andrews III, Wealth Advisor, at 505-992-2427.

 

 

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.