Wealth Management*
Investment Management
Global Investments, Local Advice.
You get the very best of both worlds at The First National Bank of Litchfield.
We offer world class investment management for high net worth individuals, right from our Litchfield Hills and Farmington Valley offices
- Local team of investment experts
- Dedicated to ensuring you achieve your personal and business financial goals
- Taking the time to listen, understand and to develop a personalized plan
Customized Portfolio Strategy
Our investment team develops a highly personal and customized, tax-managed portfolio strategy for every managed account:
- We match the needs, risk tolerance and goals of our clients
- Our buy/sell decisions are monitored and we independently measure investment performance to be sure we are on track in meeting portfolio objectives
- Close communication is essential to this success
- We offer best-in-class options in order to provide the optimal mix of assets for your portfolio to maximize returns
FirstVantageSM Overlay Investment Program
When combined with traditional investment management, overlay management is one innovative way to manage your wealth.
- Separately managed accounts are evolving to what is called Overlay Managed Accounts
- FirstVantage Overlay Management is a unique offering from the industry and the marketplace, allowing you to invest globally but keep your money managed locally
- Enables FNBL to tax-efficiently diversity client portfolios by integrating multiple money managers with various investment styles into a single client portfolio
- You gain access to exclusive top tier investment managers regardless of traditional minimum asset requirements
- Important tax benefits, manager due diligence and administrative efficiencies are obtained
We've got you covered, whether you're looking for investments, life insurance, or retirement planning.
Contact Us
We invite you to learn more about our unique investment offerings and expertise:
Frederick Judd, CFP
Senior Vice President
Trust & Wealth Management
860-567-6434
fjudd@fnbl.com
* Investment products offered by Wealth Management are not insured by the FDIC or any other government agency, are not deposits or other obligations of, or guaranteed by, The First National Bank of Litchfield, and are subject to investment risk, including possible loss of value.
