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Toll Free: (888) 830-4199 www.firstfoundationinc.com |
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First Foundation Newsletter
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April 2010 Issue
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Scott Kavanaugh
CEO First Foundation |
A Note From the CEO - First Foundation
The first quarter of 2010 has put us on a solid track to build on our 2009 performance for investment management, wealth planning, consulting, trust and banking. The ability to cross reference our clients to the various services we offer has been a tremendous asset to being a single provider for all financial needs. We truly felt the banking industry did not deliver an integrated financial services platform for client needs in a boutique setting. Your confidence in banking with us shows us we were right. Thank you. We look forward to gaining even wider recognition as a superior institution as we continue to expand with an unmatched ability to serve our niche market of wealthy clients. We are extremely pleased to announce our first expansion. This July, we are opening an office in Pasadena, where all of our services will be offered in full. While many uncertainties still persist over the economy, we take great pride in knowing we've been able to successfully grow through these challenging times. Scott KavanaughCEO, First Foundation |
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March 15, 2010
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Phone: (949) 202-4100 | Fax: (949) 202-4189 | Toll Free: (888) 830-4199
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Investments made by First Foundation Advisors are not insured by FDIC or any other Federal Government Agency, may lose value and are not a deposit of, or guaranteed by, the First Foundation Bank.
