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Investment Management
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Investment Management

Tailored planning strategies and institutional-quality investments to customize a portfolio that’s connected to your story and serves your needs.

Assessing Risk

At SuisseIGB, 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.

Our Approach

As a client of SuisseIGB, 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.