First Business Bank

Investment Management

Achieve your financial goals with a personalized approach to investments.

Wealth Management is a Relationship

Set and meet your short- and long-term goals with a personalized investment management portfolio and strategy — built on powerful relationships.

As a high net-worth individual, you deserve an evolved investment philosophy that delivers competitive returns and aligns to your financial objectives.


Goal-Driven Strategy

Identify your goals and collaborate with our team to build a plan that helps you reach those objectives and manage substantial wealth.

Personalized Portfolio

Build a sophisticated investment portfolio that aligns to your individual perspective, complete financial picture, and personal financial and lifestyle goals.

Financial Market Expertise

Achieve competitive returns on your investments with experienced financial analysts on your side.

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Leading With Listening

Listening closely is a skill we constantly refine.

That’s how we start great conversations that lead to great relationships. When it comes to helping you with investment management, the focus is always on your priorities. As a result, great conversations also develop into treasured relationships.

What matters to you? What are you trying to do with your assets? With the answers to these questions in hand, we work with you to create a personalized investment portfolio that supports you in achieving your financial goals.

A Deliberate Approach To Asset Allocation

Your perspective drives every decision of investment management. Here's how we do it.

Financial Indicators

Track trend, sentiment, fundamental, and macroeconomic indicators to develop a strategic investment management solution for you.

Portfolio Composition

Determine the right mix of cash, bonds, and stocks based on your objectives — helping you adjust as needed to account for market trends.

Return Requirements

Define your expected rate of return and help you achieve profitability by analyzing the return of your investments.

Time Horizon

Establish short- and long-term investments that align with your defined time horizon given your financial goals and current state.

Risk Tolerance

Delineate your personal risk tolerance with guidance to build the strongest, most profitable investment strategy for you and your family.

Find Your Future. Invest With Confidence.

Creating a smart investment portfolio strategy starts with understanding where you are — and where you want to go. What do you want to plan for? 

  • Business transitions and retirement
  • Charitable giving passions
  • Education funding for future generations
  • Securing your legacy

No two stories are the same; neither should your investment portfolio mimic anyone else's. Talented investment management professionals weigh every facet of your story to craft a plan that works for you.

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The Investment Management Experts Building Robust Portfolios

Meet the people who care about performance, a personal touch, and helping you to achieve your priorities.

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Wealth Planning: Learning From Ultra High Net Worth Families

Unlock the wealth-building strategies of the ultra-rich! Discover the disciplines and habits that sustain fortunes over generations. From smart investing to living below one's means, learn the key steps to secure a brighter financial future, even when starting from scratch.


Peruse Our Investment Management Resources

Explore insightful market analysis, financial reports, podcasts, and other resources related to investment management from our financial experts.
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Quarterly Market Review Q1 2024

Recession worries receding, corporate profits remaining solid, enthusiasm remaining strong around artificial intelligence capital expenditures (CAPEX), and expectations that the


2024-2033 Ten-Year Capital Market Assumptions

Our Ten-Year Capital Market Assumptions are designed to give clients a look under the hood as to what’s driving our
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Charitable Trusts: The Benefits for Business Assets

Charitable trusts can be an excellent vehicle for doing several things that may be important to you — setting aside

You Deserve a Personalized Investment Management Experience

Invest in your future with an experienced team who invests in achieving your priorities. Let’s build the right investment management plan for you.