Business Planning & Investing
Plan & Invest Wisely
First PREMIER Bank works with leading businesses and foundations to provide investment strategy and asset management in support of short- and long-term objectives.
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Appropriate for Organizations with:
- Need for market and investment expertise
- Complex investment portfolios
- Limited time for active investment management
- Short-and long-term financial objectives
- Desire for diligent, accountable asset management
- Need for business succession planning
Seasoned Professionals
- Dedicated team with 20+ years of investment experience
- Credentialed expertise in asset allocation and investing
- Personally accessible and appropriately engaged
- Strength in streamlining investments for maximum return
- High fiduciary responsibility and accountability
- Leveraging state-of-the-art technology
- Offering flexible rate structures and fees
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An Array of Investment Opportunities
- Stocks and Bonds
- Mutual Funds
- Money Market Funds
- Annuities and Securities
- 401(k) and Group Retirement Plans
- Employee Stock Ownership Plans
- Employee Profit Sharing
- Business Succession Planning
- Business Trusts
Serving the Unique Needs of:
- Small-to-Mid-Size Business
- Corporations
- Partnerships
- Non-Profits and Charities
- Educational Institutions
- Endowments
- Foundations
We work actively with businesses of all sizes to protect and preserve their legacies for the long haul, providing responsive, personal support along the way and serving in a variety of roles to meet client needs.
- Scott Weeldreyer, VP, Investment Management
I really enjoy the broad spectrum of our client base. We manage investments for individuals, corporations, foundations and other large institutions. Our team has a diverse set of skills, which helps us maximize short- and long-term goals for clients of all sizes.
- Ricca Bent, Investment Advisor Officer
Disclosure
Investments are | Not FDIC insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives.
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