Personal Trust Services and Trust Administration
We partner with you to help insure your wishes are followed and your wealth is preserved through the use of Revocable Living Trusts, Irrevocable Life Insurance Trusts and Charitable Remainder Trusts. We can provide bill payment, tax preparation and investment management services for your Trust accounts. First Federal employs an institutional quality investment process that focuses on portfolio design and achieving the highest return for the risk being assumed.
Asset Management
Our goal in asset management is to achieve consistent annual total returns for you. We start with a careful evaluation of your specific needs and objectives, as well as clearly identifying your individual risk tolerance. Once that has been determined, then your “risk level” can be matched to an expected portfolio return.
We strongly believe that, as a fiduciary, we need to be accountable for our performance. Therefore, our portfolio returns are measured against applicable benchmarks to ensure accurate tracking and review of investment performance relative to the market. As fiduciary, First Federal continually monitors and evaluates investment relationships and we take initiative to identify and implement those products and services that will best meet your needs now and in the future.
Custody Services
With Custody Services, you retain complete investment control and benefit from consolidated tax and investment reporting along with security and safekeeping.