When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.
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.