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arn the best in real world protection with First American's professional investment and trust services. We provide personal Investment and Trustee Services for clients desiring personalized management and attention. We also offer a full Estate Planning and Probate Service to protect your assets. Services offered by our highly
trained staff meets client needs through solutions offering:

Protection and Convenience
Safekeeping of financial assets
Collecting income and principal in a timely manner
Paying income and principal according to the client's and trust's instructions
Providing monthly statements describing account activity and asset values
Investment Opportunities:
Providing consistent and disciplined investment services of account assets using individual securities and mutual funds
Daily investing all cash
Periodic investment meetings and reports by our investment professionals
Action on proxies, stock dividends and rights, conversion privileges, call and maturing issues
Income Tax Record Keeping:
Maintaining a record of the tax status of each transaction
Producing an annual summary of taxable income and expense transactions for tax preparation purposes
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