First Mid investment professionals choose from a broad range of common and preferred stocks, government, corporate and municipal bonds, and mutual funds to construct the portfolio that is right for you based on where you are in life. We use a disciplined four-step approach in order to maximize risk-adjusted performance.
STEP 1: Develop forward-looking risk, return and correlation assumptions for different asset classes to reflect our expectations about what is likely to happen in the long term.
STEP 2: Build efficient portfolios from these selected asset classes that will maximize the return potential at each level of risk.
STEP 3: Begin a careful search and selection process to find investment managers who meet our stringent requirements.
STEP 4: Provide ongoing monitoring by the Trust Investment Committee of the participating managers, continuously search for new managers that meet our requirements, and update our capital market assumptions and portfolio recommendations as times change.
How can I get started?
Call 1-888-518-7878 or e-mail us today!
Some investment products and services are not deposits, obligations or guaranteed by the bank; not insured by the FDIC or any other governmental agency, and may be subject to investment risk including potential principal loss.
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance or government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Privacy Notice.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.