1-800-711-BANK (2265) Menu Login Back In This Section Invest Institutional Investment Management Retirement Plan Administration and Consulting Wealth Planning Services Corporate Asset & Investment Management Our team at First Commonwealth Advisors works with many business investment accounts to include defined benefit plans, non-profits and other corporate investment accounts. Our institutional investment philosophy is founded in costs, taxes and asset allocation as the key drivers of success. Our Approach to Institutional Asset and Investment Management Understanding the institution's needs, values, mission and goals Everything starts with our customers. We want to understand your values, special circumstances, time horizons, long term goals and risk tolerance. It's the foundation of what we do. Developing an Investment Policy Statement We work together to determine a customized investment policy statement and review this document regularly to refine or revise as needed. Portfolio Construction As a corporate fiduciary, our loyalty to our customers takes precedence over all. As part of this unbiased approach, we do not utilize proprietary funds or receive commissions from any fund managers we employ. Our Portfolio Managers build investment portfolios using best-in-class investment products that are researched and monitored as part of our ongoing due diligence process. These products may include any of the following: Individual Stocks Individual Corporate and Municipal Bonds Mutual Funds Exchange Traded Funds (ETFs) Alternative Investments (Limited Partnerships, etc.) Tactical Management and Oversight Our investment portfolio managers are constantly researching and monitoring market trends and economic conditions to uncover opportunities to proactively manage your portfolio. Consistent Engagement We regularly meet with our institutional customers (i.e. boards, finance committees, etc.) to update them on their progress and any recent market developments and ensure that we are informed of any changes to their circumstances. Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. 601 Philadelphia St., Indiana, PA 15701 1-800-711-BANK (2265) ATM/Branch Locations Careers Secure. Convenient. Mobile. First Commonwealth Bank proudly offers top local banking solutions in our communities of Pennsylvania and Ohio, including banks in Altoona, Canton, Cincinnati, Columbus, Indiana, Pittsburgh, State College and Williamsport. Get Started with us today NMLS# 479240Routing Number 043306826 Regulatory NoticesEmail CommunicationsTerms & ConditionsPrivacy PolicyHTML Sitemap ©2021 First Commonwealth Bank, Member FDIC