First Minnetonka Investment Center (FMIC) Overview
As your community bank, First Minnetonka City Bank (FMCB) wants to provide you with an extensive mix of investment products that can meet all of your financial planning needs.
We know bank Certificates of Deposit (CD) aren’t for everyone. That’s why through First Minnetonka Investment Center (FMIC), you have access to a extensive line of financial planning and investment management services. Because each individual has unique financial needs and goals, we develop a customized investment plan based on your investment profile.
Our investment planner can help you choose investments suitable for your unique situation.
We utilize a four step process to determine the appropriate investment products and strategy to meet the ultimate goal of maximizing potential return without incurring undue risk on a commission and fee based platform:
- Determine your needs, financial goals, and investment objectives
- Formulate a customized asset allocation portfolio based on short, intermediate, and long-term investment goals and objectives
- Select investment products and management
- Monitor performance through regular portfolio reviews
First Minnetonka Investment Center (FMIC)provides clients access to these high-quality investment products and services. Plus, our financial advisor is dedicated to help you meet your short and long-term financial goals.Whatever your financial situation, we will learn your needs, goals, investment horizon, and risk tolerance to develop an investment strategy that is tailored to you.
Glen Lake Office
Investing involves risks, including the potential for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss.