Investment Management Services
The confidence to invest. The right strategies to grow your wealth.
Protect, manage and grow your assets with MidFirst Private Bank. Blending some of the best independent global investment managers with sound investment solutions and a dedicated risk-management approach means you benefit from a highly disciplined, proven process.
Our entire investment process is the culmination of discipline, focus and our key principles:
- Opportunity - MidFirst Private Bank holds extensive partnerships with Wall Street researchers to understand market dynamics, find managers and identify investment opportunities.
- Diversification - We believe that proper asset allocation can provide the advantages of investment specialties while reducing portfolio volatility.
- Risk Management - Key to the investment process, risk management is the foundation of our investment strategies. It's also ensured during every step of portfolio design.
- Tax Strategies - Tax management is an integral part of the investment process, with sensitivity given to the taxation of different solutions.
- Evaluation - Take comfort in knowing that continuous monitoring and proper rebalancing is built into our investment management process.
Families and Family Offices
Access proven practices engaged by other successful family offices, in addition to those who apply multiple manager investment programs.
Corporations
Meet short- and long-term cash management objectives through our investment advisory and portfolio oversight to business entities needing assistance with the development of an investment plan.
IRAs and Tax-Qualified Accounts
Whether you are opening your first retirement account, making an annual contribution or rolling over an employer-sponsored retirement plan, we provide alternative solutions to meet your situation.
Private Foundations and Non-Profits
We can help your charitable foundation fulfill its philanthropic strategies by implementing effective investment plans to support organizational goals. In addition, you will also have access to MidFirst Private Bank and fiduciary expertise to serve as a resource regarding administrative duties and planning strategies.
Contact us today to learn how MidFirst can help you develop personalized, custom investment management solutions. Or, learn more about our Financial Planning services before discussing your needs with a wealth management advisor.
Securities and Insurance Services*
For information about Securities and Insurance Services, visit midfirst.com/save/investing.