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INVESTMENT OPTIONS

First Bank Trust & Financial Services' retirement plans provide a variety of investment options* to meet every participant's investment objectives. Because we do not offer proprietary funds, we are pleased to offer independent advice regarding various investment options. 

Currently, First Bank Trust & Investment Services offers no-load, low-expense mutual funds, loaded funds with no sales charge, and access to funds closed to new investors.  These funds meet fixed performance criteria and are reviewed quarterly.  These criteria include:

  • Sector diversification
  • Historical performance relative to risk (3, 5 and 10 years)
  • Performance relative to peer funds     
  • Expense ratios and fees
  • Correlation of investment style
  • Duration and quality of investment (bond funds)
  • Morningstar rating (4 and 5 star funds preference)
  • Stability of the organization
  • Manager tenure

To find out more about Retirement Investment Options, call or visit the First Bank location nearest you.

*Products are not FDIC insured and are not a deposit or other obligation of or guaranteed by the Bank, and involve risk including the possible loss of principal amount invested and are not insured by a federal government agency.

 

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