First Foundation
Toll Free: (888) 830-4199
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First Foundation Newsletter
July 2010 Issue
 
  Scott Kavanaugh
Scott Kavanaugh
CEO
First Foundation
 
A Note From the CEO - First Foundation

First Foundation marks a milestone in July as we open our first branch office. As the company continues to thrive with its integrated investment management, wealth planning, consulting, trust and banking services, our new location in Pasadena is set to serve the Los Angeles area with the same unsurpassed quality of service that we’re known to provide in the communities we serve. Key team members at this office all share a relentless dedication to clients already living in the area and introducing us to others in the greater Los Angeles area as we look to expand.

While the economy continues to pose great challenges to many, we have been appropriately positioned in all aspects of our business to weather it where necessary, and in many cases take advantage of it. The outlook for First Foundation remains positive. As clients continue to be drawn to us for our strength, we remain confident that we will continue to be a first-class resource for all our clients’ financial needs.

Scott Kavanaugh
CEO, First Foundation
 
 
First Foundation Articles
 
 
First Foundation Launches Focus on Women
Women want more from financial services, according to the latest research from the Boston Consulting Group. First Foundation proudly announces the launch of its Focus on Women program designed specifically for their needs. Going beyond the traditional quantitative aspects of financial advice, the program takes a qualitative approach designed by women for women.
Read More ..
Strong Positioning For A Sluggish Economy
Sluggish economic growth in the second quarter has played along with our initial forecast. The good news is that our conservative portfolio positioning has held well against the scenario, with positive results from our bonds and some of alternative investments.
Read More ..
First Foundation Announces Fortigent as Wealth Management Resource
We made a big move last quarter when we brought on Fortigent, LLC as a key resource for our wealth management services. The Rockville, Md.-based company is a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients.
Read More ..
 
 
Contributors
 
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
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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.