First Foundation
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First Foundation Newsletter
Special Edition - May 24, 2010
 
  Scott Kavanaugh
Scott Kavanaugh
CEO
First Foundation
 
A Note From the CEO - First Foundation

Our First Foundation success as evidenced by our growth has been built by serving you in a manner that meets your needs. We are proud of how you have embraced our colleagues and services these past two and one half years. Every now and then we get independent validation of our success. In this newsletter edition we have included an article written by Steve Garmhhausen that appeared in the Thursday May 13th issue of the American Banker summarizing our success.

We'd also like to invite you to join us in a conference call scheduled on Tuesday, May 25 at 2:00 P.M. to discuss our views on the stock market volatility. We are sure that you will find the information shared at this timely event to be interesting and useful in understanding the market's volatility in these challenging times.

Scott Kavanaugh
CEO, First Foundation
 
 
First Foundation Articles
 
 
When the leaders of the wealth management firm Keller Financial Group decided to charter a bank three years ago, they could not have known what gut-wrenching times lay just ahead. "In 2007, when we opened our doors, there was this pause and we said, What did we get ourselves into?" said Scott F. Kavanaugh, the Irvine, Calif., bank's chief executive.
Read More ..
Conference Call - Tuesday, May 25 at 2:00 P.M. PST
You are invited to listen to our next conference call on Tuesday, May 25 at 2:00 PM. Challenges and Opportunities in Today's Markets
Rick Keller, CFP®, Chariman and John Hakopian, President, First Foundation Advisors, will answer your questions on our investments and the economy and the markets. Victorial Collins, Ph.D., CFP®, Senior Managing Director, First Foundation Adviksors, will moderate. Please email your questions by May 24th to Victoria at vcollins@ff-inc.com.

To listen to the conference call:
Dial 888-354-0094 and put in the conference ID number 8099275#. If you are unable to join us at the time the call is held, you may listen to the playback of this conference call until June 16, 2010. The access numbeers will be sent by email following the call.
 
 
Contributors
 
About Us
First Foundation is a 20-year-old financial institution that provides integrated Investment Management, Wealth Planning, Consulting, Trust and Banking Services
 
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.