Global investments, local advice.
You get the very best of both worlds at The First National Bank of Litchfield. We offer worldclass investment management for high net worth individuals right from our Litchfield Hills and Farmington Valley offices, with a local team of investment experts. We are dedicated to ensuring you achieve your personal and business financial goals by taking the time to listen, understand and to develop a personalized plan.
Our Chief Investment Officer and investment team develops a customized portfolio strategy for every managed account, matching the needs, risk tolerance and goals of our clients. We monitor our buy/sell decisions and independently measure investment performance to be sure we are on track in meeting portfolio objectives. Close communication is essential to this success.
We utilize some of the most respected sources of economic research, stock, bond and mutual fund information available. Among these are The Northern Trust Company (Chicago), Value Line, Thompson Financial, and Morningstar. These services provide current investment data and commentary on-line. We employ the information obtained in a highly disciplined approach to individual portfolio management.
Worldclass Money Management
You won't need to look to Wall Street to access the daily investment recommendations of some of the best money managers in the world. At The First National Bank of Litchfield, our unique Unified Overlay Management Program enables our clients to receive the benefit of stock selections from worldclass investment managers, while having their portfolios managed locally.
Investments & Insurance
We've got you covered, whether you're looking for investments, life or long term care 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

