Business Planning & Investing

First PREMIER Bank

Plan & Invest Wisely

First PREMIER Bank works with leading businesses and foundations to provide investment strategy and asset management in support of short- and long-term objectives.

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Appropriate for Organizations with:

  • Need for market and investment expertise
  • Complex investment portfolios
  • Limited time for active investment management
  • Short-and long-term financial objectives
  • Desire for diligent, accountable asset management
  • Need for business succession planning
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Seasoned Professionals

  • Dedicated team with 20+ years of investment experience
  • Credentialed expertise in asset allocation and investing
  • Personally accessible and appropriately engaged
  • Strength in streamlining investments for maximum return
  • High fiduciary responsibility and accountability
  • Leveraging state-of-the-art technology
  • Offering flexible rate structures and fees

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An Array of Investment Opportunities
  • Stocks and Bonds
  • Mutual Funds
  • Money Market Funds
  • Annuities and Securities
  • 401(k) and Group Retirement Plans
  • Employee Stock Ownership Plans
  • Employee Profit Sharing
  • Business Succession Planning
  • Business Trusts
Serving the Unique Needs of:
  • Small-to-Mid-Size Business
  • Corporations
  • Partnerships
  • Non-Profits and Charities
  • Educational Institutions
  • Endowments
  • Foundations
First PREMIER Bank First PREMIER Bank


Investments are | Not FDIC insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives.

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