Investment Management Services for Your Unique Goals

Our discretionary investment options permit us to tailor investment allocations to your unique financial goals. We practice tax sensitive investing when selling appreciated assets.

If your account consists primarily of stocks and bonds, we employ the services of our investment company affiliate, First Foundation Advisors or other non-affiliated Registered Investment Advisors in an open architecture investment program to meet your needs and goals.

If your goal is to have a fully diversified asset sector portfolio, our comprehensive trust asset management includes:

• Alternate assets, such as Hedge Funds
• Various forms of participation and types of real estate
• Mineral, oil and gas interests

For more information, download our Investment Management Services product information sheet (PDF)

For more information on Business Trust Services, download our Business Trust Services product information sheet (PDF)

For information on our affiliated investment advisor investment programs, visit First Foundation Advisors at www.firstfoundationadvisors.