At First Western Trust, we understand that investments are important tools that help you reach these larger goals. In order to meet these objectives, you need a team of experts that not only understands the technical aspects of investment management but also takes the time to learn about what matters most to you.
First Western’s investment services employ sophisticated planning strategies and institutional-quality investments to customize a portfolio that’s connected to your story and optimally serves your needs.
Our team develops a relationship with you to understand your goals as well as your investment objectives, risk tolerance, and liquidity needs. This allows us to tailor an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business.
Meet Debra Silversmith
Chief Investment Officer
Using this menu, our Portfolio Managers tailor our investment management services to your needs. Because we serve as a fiduciary, we do not take any commissions on products within your portfolio. This ensures that you have the best thinking of our firm, free from conflict of interest.
Throughout the year, we keep you updated on your portfolio and the market through regular in-person meetings and investment services resources like our week in review and quarterly economic updates.
For more information, visit www.fwcapmgmt.com
*Neither asset allocation, nor diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.