First Foundation
Toll Free: (888) 830-4199
www.ff-inc.com
 
First Foundation Newsletter
April 2011 Issue
 
  Scott Kavanaugh
Scott Kavanaugh
CEO
First Foundation
 
A Note From the Chairman - First Foundation

First Foundation is on track for another year of strong growth and increased profitability as we enter the second quarter of 2011. New offices are currently being planned in Palm Desert and San Diego, subject to regulatory approval, as well as an expansion of our Irvine headquarters. These offices are designed to allow us to further extend our reach of unsurpassed financial services to high net worth individuals and their businesses.

Most importantly, we remain financially strong. First Foundation Bank has stayed clear of the perils that continue to distract many of our competitors. Our wealth management platform's focus on providing a full array of financial services continues to define our commitment of meeting client needs with unparalleled service levels.

We are just as optimistic about economic recovery as many of our clients. Signs of improvement have us looking forward to continuing our momentum to becoming one of the premier institutions in the California market. We look forward to serving you through our ever increased offerings of financial services.

Scott Kavanaugh
CEO, First Foundation
 
 
First Foundation Articles
 
 
Economic Outlook by Rick Keller
The U.S. economy continues to move forward in spite of troubling events internationally. Escalating conflict in Libya and a devastating earthquake in Japan weighed heavy on the market towards the end of the first quarter.
Read More ..
San Diego Office Coming Soon
We are pleased to announce that in midsummer 2011 First Foundation will open its San Diego office in the UTC area. Like First Foundation''s Irvine, Pasadena and La Quinta offices, this new location will offer San Diego residents, professionals and businesses access to our fully integrated platform of financial services.
Read More ..
Economic Forecast Luncheon
A look back at our predictions for 2010, as well as a slate of new ones for this year, was up for examination at our annual luncheon in the fourth quarter. In light of the unforeseen events that that challenge the strategies of investment managers every year, we're pleased with our success, as we maintain our goals of growing portfolios with minimal exposure to the risks imbedded in these turbulent times.
Read More ..
Please Join Us For A Client Conference Call
Please join us for a conference call on Tuesday, April 26th at 2:00pm. We are resuming First Foundation Advisors' quarterly conference calls and we know you won't want to miss this one. Key speakers include Rick Keller, John Hakopian, Lou Abel and Susan Riechel.
Read More ..
 
 
Contributors
 
Rick Keller
Rick Keller, CFP®
Chairman
First Foundation
 
David Rahn
David Rahn
President &
Chief Operating Officer

First Foundation Bank
 
Joseph T. Gubbrud
Joseph T. Gubbrud, JD, MBA
Vice President,
Private Banker - Trust

First Foundation Bank
 
Valerie Van Winkle
Valerie Van Winkle
Vice President,
Private Banker - Desert Region

First Foundation Bank
 
Janice Carmen
Janice A. Carmen
Managing Director
First Foundation Advisors
   
 
About Us
First Foundation is a 20-year-old financial institution that provides integrated investment management, wealth planning, consulting, trust and banking services. For more information visit
www.ff-inc.com
In the News
Financial Advisor Magazine
Eldercare: Sense & Sensibility
April 1, 2011

The Public Record
First Foundation Bank Enters Desert Market From Position of Strength
March 1, 2011

Financial Advisor Magazine
Medical Bills
February 1, 2011
 
 
Recent News Releases
 
 
April 12, 2011
   
 
April 5, 2011
   
 
April 5, 2011
   
18101 Von Karman Ave., Suite 700, Irvine, CA 92612
Phone: (949) 202-4100 | Fax: (949) 202-4189 | Toll Free: (888) 830-4199
Important Disclosures:

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.