Download Acrobat Reader 5.0 or higher to view .pdf files. First Bank & Trust TOGGLE MENU LOGIN LIVE CHAT CONTACT Investment Management Let Us Tailor Your Portfolio Whether you’re looking to invest for the near future or long-term, we can help you choose and manage a variety of investment options. Our wealth management team is here to answer your questions about investment services. CONNECT WITH A BANK ADVISOR (OPENS IN A NEW WINDOW) Jump to: Investment Management Services | Institutional Investment Services Individual Retirement Accounts | IRA Funding Options Investment Management Services We work with you to understand your investment objectives, risk tolerance, tax situation, and liquidity requirements. Our investment professionals actively manage your portfolio according to your specific guidelines. Choose from a range of mutual funds, high-quality common stocks, bonds, and insured bank products. We prepare a variety of portfolios: Taxable Accounts Tax-advantaged Accounts Asset Allocation Models Individual Stock and Bond Portfolios Institutional Investment Services We help businesses, foundations, endowments, private/public trust companies, and nonprofit organizations with many institutional investment services: Investment Advisory Services Custody Services Escrow Services Individual Retirement Accounts Saving for retirement doesn’t have to be hard. IRAs allow your savings to accumulate faster by deferring tax payments or even achieving tax-free growth. Whether you direct your IRA investments or have us manage them, we offer many options: Traditional IRAs Roth IRAs Custodial IRAs (Bank CDs) Simple IRAs Simplified Employee Plans (SEPs) Coverdell Education IRAs IRA Funding Opportunities Bank Certificates of Deposit Bank First Choice Certificates Stocks, Bonds, and Mutual Funds LEARN ABOUT OUR RAYMOND JAMES SERVICES Facebook Twitter YouTube LinkedIn 800.843.1552 Contact Us (Opens in a new Window) Hours & Locations Job Openings Our Story Legal Privacy Only deposit products are FDIC insured. Investment Products are not FDIC insured, not a deposit or other obligation of the bank, not insured by any federal government agency, not guaranteed by the bank, and may lose value. Equal Housing Lender Member FDIC © 2021 First Bank & Trust Created by Banno Verified: Nov 27, 2021