Your investment portfolio is about much more than your account balance. It’s about fulfilling your goals for each dimension of your wealth.
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.
At First Western Trust, we understand that risk is about more than market volatility. You have to also consider such factors as permanent impairment of capital, liquidity, and inflation. Guided by your goals and our risk-aware approach, our experts tailor your personalized investment management plan to get you where you want to go.
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 investment planning expertise of your Portfolio Manager, our Investment Research Team, as well as our Investment Policy Committee when putting together your portfolio
Putting It Together
Based on your financial goals and aspirations, our Portfolio Managers create a customized investment policy statement that reflects your risk tolerance, yield and liquidity goals. This policy serves as our roadmap to optimize our investment services to your investment goals for today and into the future.
Trust Investment Management Services
In addition to designing your personal portfolio, our experienced trust investment management service teams can also serve as an investment advisor to your trusts. We are dedicated to supporting your beneficiaries and building an trust investment management plan that will help you leave a positive and lasting legacy.
Our Investment Service Resources
In today’s global economy, investors have access to a great number of financial products, and it can feel overwhelming. We simplify these complexities by identifying exceptional investment managers vetted by our research team and Investment Policy Committee. The result is a carefully selected menu of equities, bonds, real assets, private equity, absolute return, and exclusive investment opportunities that are not available to retail investors.
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.
Investment Policy Committee
The Investment Policy Committee (IPC) consists of four leading individuals from across the organization. Led by First Western’s CIO, John Sawyer, and guided by the belief that optimized diversification* leads to better long-term, risk-adjusted returns, the IPC oversees all facets of our investment management services. This includes asset and sub-asset class selection, appropriate allocation between assets classes,* and investment manager selection, monitoring, and ongoing due-diligence. In addition, the IPC meets regularly to discuss all pertinent financial and economic developments to determine any strategic or tactical changes necessary for client portfolios. The Portfolio Managers then use these resources and apply them to the investment planning process, delivering a diversified portfolio, tailored to your goals.
Whether you are setting up a personal investment portfolio, trust investment management services, or an endowment for your nonprofit, our team is available to help. Discover how our holistic approach to investment services can help your reach your goals by filling out the form below or calling 303.531.8100.
Investment and insurance products and services are not a deposit, are not FDIC- insured, are not insured by any federal government agency, are not guaranteed by the bank and may go down in value.
*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.