Skip to main content

First national trust logo

  •  Tel: (906) 779-2259

First national trust logo

  • Home
  • Our Team
  • Our Services 
    • Our Services
    • Trust Services
    • Estate Settlement
    • Investment Management
    • Estate Planning
    • Asset Allocation
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Viewpoints Newsletter
  • Blog
  • Contact

    You are here

  1. Home
  2. Our Services
  3. Investment Management

Investment Management

Investment Management

Proper investment management aims to meet particular investment goals for the benefit of the investor. The investor may be an individual or an institution such as a government, foundation or school.  At First National Trust & Wealth Management, we provide our customers with sound financial strategies. Our investment management philosophy is to invest according to a proven and disciplined investment process. To do this we are committed to the following principles:

  • We base our decisions on sound principles.
  • We manage volatility through asset allocation and invest in securities with high financial quality and strength. 
  • We manage risk through portfolio diversification. 
  • We create a comprehensive investment program based on your needs, objectives and risk tolerance. 

A proper investment asset allocation may be able to help you reach your individualized investment goals. Those goals may be planning for retirement, ensuring assets are available to pass on to future generations or planning for unforeseen circumstances.

At First National Trust & Wealth Management we welcome the opportunity to sit down with you to show how our services can benefit you. Schedule an appointment with one of our trust administrators in Iron Mountain, Marquette or Menominee.

 

For more information in reference to your specific Investment Management needs, please contact us today.

Our Services

  • Our Services
  • Trust Services
  • Estate Settlement
  • Investment Management
  • Estate Planning
  • Asset Allocation
  • Charitable Giving

Book a Meeting

Read Our Newsletter

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Latest Blog Posts

The New Normal Retirement

Submitted by First National Trust & Wealth Management on April 15th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

  • Read more

William & Margaret Trudell 2022-2023 Scholarship Application

Submitted by First National Trust & Wealth Management on February 1st, 2022

The William & Margaret Trudell Scholarship board of trustees is pleased to announce that applications are now being accepted for the 2022-2023 school year for qualified students enrolled at the Iron Mountain campus of Bay College.  Since its inception in 2004, the Trudell Scholarship has provided over $80,000 to over eighty deserving students of the Bay College West Campus.&n

  • Read more

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Submitted by First National Trust & Wealth Management on November 1st, 2021

All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health. 

Here’s what you need to know about taxable income in retirement. 

  • Read more

Iron Mountain
233 South Stephenson Ave. 
Iron Mountain, MI 49801

Menominee
3805 10th Street
Menominee, MI 49858

Marquette
3165 Wright St. Suite 104
Marquette, MI 49855

Iron River
901 Riverside Plaza
Iron River, MI 49935

 

  Tel: 877-779-2259

Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by The First National Bank & Trust of Iron Mountain, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. First National Trust and Wealth Management does not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation.

© 2022 First National Trust & Wealth Management. All rights reserved.

Website Design For Financial Services Professionals