Asset Management

Investment Management Services for Your Unique Goals

Our discretionary investment options permit us to tailor investment allocations to your unique financial goals. We practice tax-sensitive investing when selling appreciated assets.

If your account consists primarily of stocks and bonds, we employ the services of our investment company affiliate, First Foundation Advisors or other non-affiliated Registered Investment Advisors in an open architecture investment program to meet your needs and goals.

If your goal is to have a fully diversified asset sector portfolio, our comprehensive trust asset management includes:

  • Alternate assets, such as hedge funds
  • Various forms of participation and types of real estate
  • Mineral, oil and gas interests

Investment Management Services Brochure (PDF)

For information on our affiliated investment advisor investment programs, visit First Foundation Advisors.