Our Philosophy

At First Financial, we are committed to an investment management philosophy that emphasizes the benefits of diversification, the importance of maintaining flexibility, and a disciplined focus on "quality" securities. 

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Our Investment Process

At First Financial, our multifaceted approach helps us produce carefully crafted investment portfolios. Our comprehensive portfolio construction is designed to achieve efficient risk adjusted returns over the long term. Our team is focused on understanding you - as a client - so we can provide guidance which is integrated with your goals. We offer the opportunity to invest in mutual funds, exchange-traded funds, stocks and bonds. Our team of advisors is happy to discuss which option would be the best fit to help you reach your financial goals and plan for your future.

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Portfolio Monitoring

Our portfolio monitoring process ensures that we stay on top of market events and company specific news.

  • Daily market reporting followed by weekly investment committee meetings
  • Company specific updates on significant news events and quarterly earnings reports
  • Technical analysis of strategy holdings and benchmark constituents
  • Monthly performance attribution reviews on client portfolios as well as updates on portfolio positioning

Let Us Help You Manage Your Investments

 

Our wealth management investment officers take the time to get to know you and put the right plan in place.

 

Contact an investment officer today!

Wealth Management
Services

With more than 90 years in the wealth management business and more than $2.6 billion in current assets, we pride ourselves on providing advanced, comprehensive solutions with a personal touch.

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Retirement Plans
For Your Business

Our Retirement Plan Services team can help your business with a plan that best fits your needs. Explore our great options including assistance with retirement plan design, fiduciary services or portfolio management.

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Trust Administration & Estate Settlement

Protecting your legacy is important! We are here to help you administer a trust to ensure this happens. With First Financial, you can be confident that your wishes will be carried out just as you have planned.

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