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We will always work to protect the long-term vitality of your hard-earned wealth. Our investment process begins with developing a thorough understanding of your unique needs, as no two clients are alike. As we build a relationship with you, we learn about your risk tolerance, investment time horizon, income needs, specific tax situation, and other factors that are critical to building your customized investment plan.

Our approach to investing consists of three points — our investment philosophy, discipline, and personalized solutions. These best practices help guide us to provide you with the most value from our relationship. Your satisfaction is our ultimate long-term goal.

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Investment Philosophy

At First Business Bank, our Private Wealth team strives to help you achieve attractive, risk-adjusted returns on your investments over the long term while aspiring to preserve capital during times of market weakness. We often seek solutions with reduced costs and higher tax efficiency compared to other available investment options.

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Discipline

Our approach to asset allocation combines trend, sentiment, fundamental, and macroeconomic indicators. We help determine the right mix of cash, bonds, and stocks based on your objectives, return requirements, time horizon, and risk tolerance.

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Personalized Solutions

Investing is as personal as it comes — working with a diverse range of businesses, nonprofits, and individuals, we value your individual perspective, complete financial picture, and your unique goals for the future.

Enlighten Summer 2020

ENLIGHTEN™ – Summer 2020

Enlighten is a semi-annual magazine published by First Business Bank’s Private Wealth team. In this issue, we bring together our experts to discuss all aspects of retirement.

Get your digital copy of the magazine today.

GET THE MAGAZINE

NOTICE

Consumer Bill Payment clients may see a one-time pop up message when accessing the Bill Payment section of Online Banking informing you about heightened Virtual Card payment security.

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NOTICE

Access to our Remote Deposit Capture system is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as possible. If you have questions, please contact us at:

  1. Wisconsin Region: 608-232-5938
  2. Kansas Region: 913-717-6464