Important Fraud Alert: We have received reports from customers of phone, electronic, and mailed communications that falsely represent Sunflower Bank and/or our employees. If you are contacted by someone claiming to be from Sunflower Bank attempting to gain access to account information, password, or other sensitive information, contact us directly through a verified phone number. Remember, we will never ask you to provide your online banking login credentials or account information. Customer Care is available at 888.827.5564 for additional assistance.
Investment Management
A successful investment plan requires a comprehensive approach to ensure your portfolio aligns to meet your tailored objectives. At First National 1870 Wealth Management, our principles focus on serving your best interests.
Our Investment Management Principles Include The Following:
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First National 1870 Wealth Management is committed to leveraging our expertise and partnerships to mitigate the impact of fees, taxes, and trading costs on your portfolio.
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As a bank, we are held to the highest fiduciary standard. We put our clients' best interests first. Always.
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The Wealth Management team is professional, highly knowledgeable, accessible, and free of conflict.
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We design the right portfolio for you using mutual funds, exchange-traded funds, separately managed accounts, and model-based management.
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First National 1870 employs a highly-disciplined, actively-managed process based on proven principles to achieve the most reliable outcomes.
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Strategies are used to reduce costs, including tax loss harvesting, employing tax-optimized trades, and additional strategies.
Research, analysis, and insights help us determine the best course. Regular reviews of your portfolio, including annually, semi-annually, quarterly, monthly, and daily, ensure that our decisions are laser-focused on serving your best interests.
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.
Private Wealth
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