Investment Management

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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.

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.

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.

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™ – Winter 2021

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.

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