Investment Services

Home Investments

A Personalized Approach To Your Finances

At the First Minnetonka Investment Center, located at First Minnetonka City Bank, we understand that each client has unique needs and goals. That's why our services begin with the development of a customized investment plan that is based on each client's individual investment profile. By helping define and quantify clients’ investment goals and objectives, our investment professionals partner with them to preserve capital and build wealth by utilizing investments in stocks, bonds and professional money managers suitable for each client's unique situation.

To determine the appropriate investment strategy and product selection, our investment process typically includes the following four components, with the ultimate goal of maximizing potential return without incurring undue risk:

1. Client profiling, determining the client's needs, financial goals and investment objectives
2. Formulating a customized asset allocation based on short, intermediate and long-term investment goals and objectives
3. Investment selection and management
4. Monitoring performance by conducting regular portfolio reviews

Through the First Minnetonka Investment Center, clients have access to a wealth of quality investment services and tools, in addition to the one-on-one attention and dedicated customer service you need to help you prudently meet your short-and long-term financial goals. No matter your financial situation, we'll work to understand your unique needs and goals, investment horizon and risk tolerance to develop an investment strategy that is tailored to you.

Back to Top