First State Bank
Infinite Menus, Copyright 2006, OpenCube Inc. All Rights Reserved.

 

First State Bank Investment Management Services

Wealth Management - First State BankFSB Wealth Management offers comprehensive investment advisory services for private clients, high net worth individuals, and institutions such as corporations, foundations, endowments, and community funds. Our fee-based system helps to ensure that these portfolios are managed efficiently, eliminating all mutual fund loads and minimizing security commissions.

Our customized investment management process focuses on a disciplined approach to financial markets and long term goal setting, including an emphasis on strategic asset allocation, a technical process for diversification, adaptable portfolio rebalancing, and extensive contact with our clients. Our analytical tools and comprehensive strategies allow us to provide our clients with a high level of sophistication and an unrivaled personal touch.

For more information on FSB Wealth Management's investment advisory services, please contact one of our Wealth Management Professionals:

Michael W. Atwood, CFA
Vice President & CFO

Nikki Mann
Trust Officer

Michael M. Flaherty, CPCU, CLU, ChFC, CASL
Portfolio Analyst

Pam Adkins
Trust Assistant

 



This web site, web content and all related graphics © 2008 by First State Bank. All Rights Reserved.