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First Foundation Newsletter

January 2011 Issue

Scott Kavanaugh
CEO
First Foundation

A Note From the CEO - First Foundation

As we look into the New Year we are encouraged the economic recovery continues to improve and believe it is complementary to our expansion as a first rate financial institution. We are excited to open our third location in La Quinta, Calif. this month, which comes on the heels of the success of our new Pasadena office that we opened last summer.

We have also been in hiring mode, adding a number of talented and seasoned senior professionals to key roles to allow us to grow with new services such as insurance, as well as several support roles to continue to give clients the absolute best service. Meanwhile, we are as stable as ever with the strength and security of our assets.

For the past two years deposits at the bank have grown from $90 million to $288 million, loans from $90 million to $336 million, and investments managed have gone from nearly $1 billion to nearly $1.6 billion. In 2010, First Foundation was also listed No. 24 in the Top 50 Financial Planning Firms by Investment News.

We look forward to serving you this year!

Scott Kavanaugh
CEO, First Foundation

First Foundation Articles

First Foundation Advisors No. 14 In Wealth Manager Magazine

Wealth Manager magazine has ranked First Foundation Advisors as No. 14 out of 50 SEC Registered Investment Advisors in the United States based on total assets under management. For the past two years, investments managed have gone from nearly $1 billion to nearly $1.6 billion. In 2010, First Foundation was also listed among the Top 50 Financial Planning Firms by Investment News.
Read More ..

First Foundation's Scott Kavanaugh On Cover Of
Western Banking Magazine

First Foundation Chairman Scott Kavanaugh's article "Positioning Your Bank for a Sluggish Economy" made the cover of Western Banking's November/December magazine issue. The article poses the challenges that smaller community banks have in competing with some of the larger institutions for loans, which have become even more dominant through consolidation, as well as the new headwinds of 247 new industry regulations.
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First Foundation's Douglas K. Freeman, Founder Of National Philanthropy Day

Last November, it was with great pride that First Foundation took part in recognizing the importance of philanthropy in our society with the 25th National Philanthropy Day®, an event that I had the privilege of founding with the help of Congress and President Reagan in 1986.
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First Foundation Marks Key Hires And A Promotion

First Foundation is proud to announce three key hires for the New Year as well as a promotion. These individuals were great fits for our goals of carrying out the best in service and expertise in the financial industry. We are fortunate to have them on board.
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First Foundation's Economic Summit Set For January

On Friday January 28 First Foundation will hold its annual Economic and Market Update Luncheon at the Westin South Coast Plaza in Costa Mesa. Guest speaker Greg Valliere, chief policy strategist of Potomac Research Group will give his take on economic recovery, following up on his optimistic report given last year at the event.
Read More ..

First Foundation Announces Extension of Transaction
Guarantee Program

First Foundation Bank customers are now insured by the FDIC in excess of a previous $250,000 limit on all non interest-bearing transaction accounts. This is especially comforting to businesses or individuals who maintain checking accounts for operating businesses, or are accumulating funds over a period of time for some other use. The coverage went into effect December 31, 2010, and will last through December 31, 2012.
Read More ..

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

OC Metro
First Foundation Bank Reports 30 Percent Growth
January 11, 2011

Wealth Briefing
First Foundation Expands in California
January 5, 2011

Bank News
First Foundation Opens Third Office in La Quinta
January 4, 2011

Recent News Releases

	January 3, 2011		First Foundation Opens Third Office in La Quinta, Calif.
	December 8, 2010		First Foundation Ranked 14^th in Assets Under Management by Wealth Manager Magazine

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.