Banking, Investment, and Trust Services
FIRST AMERICAN TRUST, FSB
Affluent individuals are constantly looking for proactive and innovative financial advice that takes into account their personal, business, and investment objectives. First American Trust is uniquely positioned to deliver financial services for individuals, corporations, foundations, and endowments.
Our personalized services include trust and estate administration, trust real estate asset management, and investment management. We also offer management and oversight of closely held business entities whose primary asset holdings are investment properties. Our banking services include cost-effective wire transfer solutions tailored to meet the specific needs of the title and escrow industry. We also provide banking and escrow deposit services, as well as interest and non-interest bearing accounts.
First American Trust, a federal savings bank, is regulated by the Federal Depository Insurance Corporation (FDIC), Office of Thrift Supervision (OTS), the Securities and Exchange Commission (SEC), and is a member of the Federal Reserve System. As part of the First American Family of Companies, we are dedicated to providing the highest levels of personalized service for our individual and business clients.
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Bringing Personalized Investment and Financial Services to Businesses and Individuals
Client-to-administrator ratios managed to ensure personal, responsive service
Disciplined, time-tested investment philosophy delivered by experienced portfolio managers who are an integral part of the client service team
Fiduciary real estate management specialists that have access to The First American Corporation's wealth of information and real-estate related resources
Online statements and account access availability utilizing secure 128-bit encryption
Funds-wire-transfer-initiation system and software designed to work seamlessly with clients' current bank relationships, providing real-time information through a direct link to the Federal Reserve Payment System
Capacity to handle high and low volume business accounts with ease
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