Investment Management Group

Investment Management Group
First Bank, Upper Michigan’s Investment Management Group manages complex financial issues. Working closely with each client and their other advisors (attorney, CPA, etc.), our advisors seamlessly integrate three critical components of wealth management: Financial Planning, Investment Management, and Estate Planning. As a result, IMG’s clients maximize the potential of the wealth they’ve earned – and spend more time enjoying their achievements. 


  • Investment Management
  • Not-for-Profit and Endowment
  • Conservatorships
  • Estate Planning & Settlement Services
  • Trust Administration
  • Retirement Planning
  • 401 (k) Plans, Profit Sharing Plans
  • Roth and Traditional IRA’s
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As investment advisors, we legally assume a fiduciary responsibility to act solely in the best interest of our clients. This means that our advice and professional opinion must be carried out objectively on your behalf. This is the highest standard of care. A fiduciary must act with undivided loyalty to a client.


Not insured by the FDIC. No financial institution guarantee. May lose value. Not a deposit or other obligation of, or guaranteed by, the depository institution. Subject to investment risks, including possible loss of the principal amount invested.

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