Investment Management Accounts

Guiding you to better results

We offer investment management accounts through William Blair & Company®1, one of the leading private investment firms in the world, providing strong, consistent investment performance for more than 70 years. They are an integrated team of experts who bring a customized process and holistic investment philosophy to each and every client.

Because we aren’t bound to a set model, our professional advisors will work with you to tailor an investment strategy that fits your personal risk tolerance, preferences and individual situation. We offer a wide range of investment and diversification options with ongoing portfolio management, reviews and performance reporting to keep you informed and empowered.

We uniquely service our clients' investment needs by investing in individual securities keeping investment costs down and thus providing transparency to the client on the investments owned. All of our portfolios are customized to meet our clients' individual needs and desires.

Get started with a no-obligation consultation.

We Make It Easy

  • Simple account creation/transfer
  • Ongoing portfolio management, progress updates, reviews, and performance reporting
  • Adjust investment goals following a life event
  • Wide range of investment and diversification options
  • Customized portfolio management
  • Make trust and asset management affordable

Contact Us Meet Our Team


1 William Blair & Company, member FINRA/SIPC, is not affiliated with First Bank or First Bank Wealth Management. Securities are not insured by the FDIC or any other Federal Government Agency, not a deposit or other obligation of, or guaranteed by any bank or their affiliates, and are subject to risks including the possible loss of principal amount invested.