Your financial future is at the heart of what we do.
The First American Bank & Trust investment team has the wisdom and experience to craft solutions tailored specifically to you. You can expect friendly, personal attention, access to a broad range of services and the convenience of investing at your hometown bank.
Investment Management Services
Every customer is unique. There is no cookie-cutter approach to investments. First American Bank & Trust takes the time to listen to your goals. Then we partner with you as we map out a smart strategy, carefully monitoring all accounts to make sure you get the best chance possible to achieve those goals. We will design a plan based on your:
- Current financial situation
- Long-term goals
- Investing experience
- Risk tolerance
Individual Retirement Accounts (IRAs)
Commercial Retirement Plan Services
From profit-sharing to 401(k)s, First American can help your business provide attractive benefits for your employees. Take advantage of our experience and resources as we design and plan packages that minimize your workload and maximize benefits for your key people.
- Plan consulting and implementation
- Participant education
- Investment analysis
- Administrative services
First American Bank & Trust simplifies the management of your investments. We assume responsibility for the physical safekeeping of your stocks and bonds, relieving you of the everyday bookkeeping and paperwork involved. Among the services we provide:
- Safekeeping of assets
- Timely settlement of securities transactions
- Collecting dividend and interest payments
- Presenting called or matured bonds for payment
- Daily investment of cash balances
- Alerts to stock splits, mergers and other corporate actions that impact your investment
- Detailed statements of all of your securities, including current market value and important tax information
Investments offered by Trust and Investment Services are NOT FDIC INSURED, provide NO BANK GUARANTEE and MAY LOSE VALUE.