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 Investment Management Group


In November of 2017, First Bank Investment Management Group and NMB&T's Trust Department merged. Our combined staff of twelve investment professionals has over 250 years of cumulative experience and currently manages over $440 million in assets.

As a leading provider of investment services, First Bank Investment Management Group employs an objective, systematic approach to investing, while drawing from a diverse, independent group of research sources. We provide our clients with the best of both worlds - a proven method of investing and vast capabilities combined with small town, personalized service. 

Services

  • 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.

© Copyright 2015 First Bank, Upper Michigan.

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