Exciting news! On October 27, 2025, our holding company, FirstSun Capital Bancorp and First Foundation Inc. jointly announced that we have entered into a definitive merger agreement. Read the full announcement on the FirstSun Investor Relations website: https://ir.firstsuncb.com/news/news-details/2025/FirstSun-Capital-Bancorp-and-First-Foundation-Inc--Combining-in-All-Stock-Merger/default.aspx
Important Fraud Alert: We have received reports of fraudulent calls appearing to be from Sunflower Bank. If someone contacts you claiming to be from Sunflower Bank or First National 1870 and asks you to provide online banking login credentials or account information, do not follow their instructions and hang up because #BanksNeverAskThat. Do not provide any details or visit any websites at their request. Please call our Customer Care directly at 888.827.5564 if you have any concerns.
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.
Wealth Management
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