Portfolio Management

For more than 80 years, First Financial Wealth Management has been developing and managing comprehensive investment strategies to serve our client’s lifelong issues of accumulating, preserving and transferring their wealth.

Our disciplined investment process ensures a consistent and repeatable approach that takes the emotion out of investing. As a result, your portfolio’s long-term performance is less likely to be sabotaged by short-term anxiety or exuberance.

Our culture is rooted in personal service. Phone calls and e-mails are fine but they are no substitute for local perspective. We believe having an unbiased, experienced investment professional dedicated to your success could make all the difference in achieving your financial goals.

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Our Investment Philosophy:

Our investment philosophy is designed to help you achieve your long-term goals by managing portfolio risk through diversification, focusing on quality investments and staying flexible along the way.

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Our Investment Process:

At First Financial Wealth Management, our investment process consists of a fully integrated, value seeking approach. This multi-layered approach helps us produce carefully crafted investment portfolios using a consistent, repeatable process that takes the emotion out of investing.

 

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Guidance integrated with your goals.

Your Wealth Management Investment Officer participates on the Investment Committee with our Portfolio Management team – a collaborative effort designed to encourage best ideas and to ensure our client’s goals are being achieved.

 

Let us help you move ahead on the path to success

Many of our Investment officers have 20-plus years of experience in the art and science of assessing risk tolerance. When you become a client of First Financial Wealth Management, you will find that our strength isn't merely in what we do, but in how we do it.



Whether you invest aggressively, conservatively or somewhere in between, you'll benefit from an advantage shared by our clients: outstanding service. To find out how our portfolio management services can guide you on the path to success, call us at 800-606-0100 or learn more by downloading our comprehensive
portfolio management services guide.