First Western Trust Bank
First Western Trust Bank, headquartered in Denver, Colorado, is a private bank and wealth management firm established in 2002. The firm specializes in private and commercial banking, wealth planning, and investment management services for high-net-worth individuals, families, entrepreneurs, and business owners. With approximately 310 employees, they serve clients across Colorado, Arizona, Wyoming, Montana, and California, delivering highly personalized financial solutions that blend local insight with national expertise.
Investment Strategy
First Western Trust Bank employs a holistic, client-focused investment management approach, starting with a deep understanding of each client’s unique goals, risk tolerance, and values. Their strategy combines local advisors with national research and subject matter experts to craft customized portfolios, prioritizing discipline, long-term growth, and risk management. They provide continuous monitoring and adjustment, with a focus on fiduciary duty, transparency, and delivering comprehensive wealth solutions in investment management, trust and estate planning, tax strategies, and philanthropy.
Top Holdings
Equity Positions (194)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | STRYKER CORPORATION | 57.90% | $1.29B | 3,254,658 | $267.34 | $395.63 | +$75.8M |
V VOO | VANGUARD INDEX FDS | 6.76% | $150.3M | 264,651 | $419.09 | $568.03 | +$8.3M |
I IWR | ISHARES TR | 4.77% | $106.1M | 1,153,332 | $76.71 | $91.97 | +$6.0M |
S SPY | SPDR S&P 500 ETF TR | 3.49% | $77.6M | 125,516 | $447.30 | $617.85 | +$9.2M |
R RSP | INVESCO EXCHANGE TRADED FD TR | 2.67% | $59.3M | 326,390 | $177.03 | $181.74 | +$4.9M |