First National Bank of Mount Dora, Trust Investment Services
First National Bank of Mount Dora, Trust Investment Services is a division of The First National Bank of Mount Dora, based in Mount Dora, Florida. The firm provides comprehensive trust and investment services including financial analysis, asset allocation, personalized goal setting, portfolio management, retirement planning, legacy planning, and estate services. Founded as part of the long-standing local bank, the Trust Investment Services division specifically serves individual investors, families, and businesses in Central Florida and beyond, offering unbiased, non-commission-focused advice. Public filings and third-party sources indicate an employee count typical for a local/regional trust bank and investment adviser.
Investment Strategy
First National Bank of Mount Dora, Trust Investment Services offers a client-centered and consultative investment approach. The team evaluates each client's unique financial position, helping set realistic goals and monitoring progress. Investment strategies focus on personalized asset allocation, long-term planning, and diversification across equities and fixed income. The firm manages portfolios primarily for individuals and families, with attention to risk management, estate preservation, and retirement needs. Their approach emphasizes objective, non-commission-based decision making tailored to each client's objectives. Portfolio holdings indicate a balanced strategy with broad exposure to leading ETFs and blue-chip stocks.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.69% | $20.8M | 131,727 | $20.79 | $157.99 | +$6.4M |
S SPY | SPDR S&P 500 ETF TR | 4.25% | $18.9M | 30,517 | $432.64 | $617.85 | +$5.7M |
M MSFT | MICROSOFT CORP | 3.88% | $17.2M | 34,607 | $141.99 | $497.41 | +$4.3M |
A AVGO | BROADCOM INC | 3.73% | $16.5M | 60,033 | $74.80 | $275.65 | +$6.5M |
A AAPL | APPLE INC | 3.15% | $14.0M | 68,077 | $52.31 | $205.17 | -$1.2M |