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Successful investing takes a masterful blend of art and science — drawing on our team’s more than 100 years of experience, we expertly concentrate on combining your personal objectives and our proven approach to help optimize your portfolio. We earn your trust through demonstrated progress, dedicating ourselves to both the broader picture and the small details that all make a significant difference.

With more than $1.2 billion under our management through our work with individuals, nonprofits, and for-profit businesses, our First Business investment experts have a broad range and depth of experience. We develop a thorough understanding of your needs by reviewing your risk tolerance, investment time-horizon, income needs, tax situation, and other factors critical to building your customized investment plan.

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Focused on Your Success

Investment Philosophy

At First Business, we strive to help you achieve attractive risk-adjusted returns on your investments over the long term while aspiring to preserve capital during times of market weakness.

Discipline

Our approach to asset allocation combines trend, sentiment, fundamental, and macroeconomic indicators. We help determine the right mix of cash, bonds, and stocks based on your objectives, return requirements, time horizon, and risk tolerance.

Personalized Solutions

Investing is as personal as it comes — working with a diverse range of businesses, nonprofits, and individuals, we value your individual perspective, complete financial picture, and your unique goals for the future.

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