First American Trust, FSB

Investment Strategy

First American Trust employs an open architecture, client-centered investment philosophy focused on prudent portfolio construction and risk-aware diversification. Their process integrates top-down macroeconomic analysis with bottom-up company-specific assessments, combining fundamental, technical, and valuation techniques. The firm favors a diversified approach that incorporates U.S. and international equities, fixed income, and alternative assets. Active portfolio management seeks to exploit short-term market inefficiencies while maintaining adherence to long-term client objectives. Investment solutions are customized, tax-efficient, and capital gains-aware, with GIPS-compliant performance reporting and continuous risk monitoring. Sell disciplines are enforced when expected results diverge from the mandate.