With your goals in mind, First Western employs sophisticated strategies and institutional-quality investments to customize a portfolio that’s connected to your reality and optimally serves your needs.
Your vision determines your investment objectives, risk tolerance, and liquidity needs. At First Western, our team develops a relationship with you to understand your financial goals and aspirations. This understanding allows us to tailor an investment portfolio based on a long-term investment philosophy and an understanding of risk that’s rare in this business.
Assessing Risk
Risk is about more than the volatility of historical returns. At First Western, we think about risk more broadly, considering such factors as permanent impairment of capital, liquidity, and inflation. Guided by your goals and our thoughtful and risk-aware approach, our experts custom tailor an investment plan complementary to your needs; helping you get where you want to go.
Centralized Approach
As a client of First Western, you benefit from the knowledge of our entire team, not just one individual. First Western’s centralized approach to investment management includes the experience of your Portfolio Manager, as well as the expertise of our Investment Policy Committee when putting together your investment portfolio.
Investment Policy Committee
The Investment Policy Committee (IPC) consists of eight leading individuals from across the organization, with an average of 29 years of investment management experience. Led by First Western’s CIO, Warren Olsen, and guided by Modern Portfolio Theory and the belief that optimized diversification leads to better long-term, risk-adjusted returns, the IPC oversees all facets of the investment management process. This includes asset and sub-asset class selection, appropriate allocation between assets classes, and investment manager selection, monitoring, and on-going due-diligence. In addition, the IPC meets on a regular basis to review and discuss all pertinent financial and economic news and developments to determine any strategic or tactical changes necessary for client portfolios. Finally, the IPC periodically reviews unique investment opportunities, unavailable to retail investors, which can further diversify your portfolio from both a risk and return standpoint.
Putting It Together
Based on your financial goals and aspirations, our Portfolio Managers thoughtfully select specific investments to create a customized portfolio designed to fit and optimize your own Connected View. While your portfolio is uniquely yours, you have the comfort of knowing it is anchored by our centralized investment approach, helping to ensure your long-term financial success.