Investment & Asset Management Overview
People You Can Trust
First National Bank and Trust has been helping people make their dreams come true for over a century. We've built our business on a simple but very important principal: Trust.
Keeping up with the ever-changing pace of our investment environment is becoming more complex every day. If you're like many folks, you're so focused on career and family needs that you simply don't have time to make sound investment decisions. Or, you may have the time, but not the inclination, to engage in the research and due diligence that goes along with managing an investment portfolio.
Whatever your reason, we're here to help. First, we listen. Knowing what's important to you is the cornerstone in building for you and your family's future. After we have a complete understanding of your priorities and an assessment of where you stand in relation to where you want to go, we'll execute a plan of action to get you there.
We use principals of asset allocation in designing your portfolio. Asset allocation involves the use of different asset classes to give your portfolio the best opportunity to achieve your required rate of return with the least amount of risk. We use mutual funds and individual stocks and bonds as our primary investment vehicles.* Obviously, one size does not fit all, and we'll individually tailor your portfolio to suit your risk tolerance, time horizon, tax outlook, and overall comfort level.
We're Here to Help
Finally, we realize that the most important knowledge we can possess is knowing you. Knowing that you want to retire in comfort and with peace of mind; knowing that you want to ensure your children or grandchildren can pursue educational opportunities without financial hindrance; knowing how important fulfillment of your estate planning goals are to you.
Whatever your goals are, whatever is important to you, we're here to make your dreams come true.
Your Special Invitation
The Investment and Asset Management Department of First National Bank and Trust, established in 1976, extends a very special invitation to you to meet with us at your convenience. Our staff stands ready to help you in a variety of areas of financial management, including financial planning, trust services, portfolio management and retirement planning through IRAs.
Call us today at 785-543-6511 or contact us to set an appointment.
We're happy to help!
*Non-deposit investments purchased for customers are not FDIC insured, are not deposits or other obligations of the bank, and are not guaranteed by any bank. Such investments are subject to investment risks, including possible loss of principal invested.
NOT FDIC INSURED-Investments in mutual funds, stocks, bonds, annuities and Treasury securities or other investment products, whether purchased through a bank or a broker/dealer