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| OUR SERVICES: |
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Investments through the Trust and Investment Services Department are not FDIC insured - may lose value - Not guaranteed by First Bank Richmond, NA.
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INVESTMENTS |
Investment Management
For customers who want professional investment management and advice. First Bank Investment Management services are less expensive than using a broker and include the following benefits:
- Customized portfolio
- Proper diversification
- Asset allocation
- Objective investment advice
- Detailed statements of all transactions
- Collection of income
- Purchase and sale of securities
- Redemption of called or matured bonds
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Custody Services
To eliminate the clerical and accounting work that comes with self directed investing, we offer a Securities Custodian Account. As your custodian we will provide:
- Custody of your assets in one secure place
- Transaction reporting
- Current market value
- Projected annual income
- Settle trades
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