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What Institutional Asset Management Team Can Do For You

Our long-standing experience is a testament to our customer dedication. We’ve partnered with hundreds of institutional clients, foundations, and endowments, constructing tailored solutions and providing ongoing support to manage investment decisions.

Experienced Partners

When you’re trusting your long-term financial outlook to someone, it’s important that they take it as seriously as you do. We offer our experienced guidance and knowledge to build customized investment strategies designed to help you pursue your goals.

Whether your focus is capital appreciation, income generation, preserving capital, or all the above, our focus is to create custom portfolios tailored to your objectives.

You’ll receive the full breadth of our institutional asset management experience, supported by multiple Chartered Financial Analyst® charterholders and backed by extensive expertise in:

  • Investment Policy Statement (IPS) development and maintenance
  • Establishing spending policies, cash flow analysis, and asset allocation
  • Fiduciary obligations
  • Customized investment portfolios
  • Board and/or investment committee meetings

Relationship Management

Experienced Guidance Within Your Reach

Where asset management is concerned, we realize our greatest professional success when your goals are achieved. That’s why we’re more than an experienced group of professionals. We’re your partners.

We work with you to understand your objectives and tailor investment portfolios around those objectives, while offering ongoing guidance over time.

From the initial development of the investment policy statement (IPS), through asset allocation, portfolio management, and even updating the IPS, we strive to meet your objectives, and take a client-first approach to building long-standing relationships.

Client Portfolio Management

Strategies Tailored to Your Goals

When it comes to investment management, we stand committed to serving the needs of our clients by combining the dedication and experience of a large investment firm with local service and support. We act as your partner and your advisor by instituting a step-by-step process focused on long-term financial stability and growth.

First, we discuss your goals, learn about your values, mission, and long-term outlook to develop a portfolio tailored to your objectives.

Next, we conduct rigorous analysis of market conditions before creating and implementing recommendations designed around your goals and risk tolerance. This includes allocating assets across a variety of asset classes.

Last, we set target weightings based on the long-term valuations of each asset class and our experienced assessment of market conditions. Our goal is to create balanced portfolios that seek to deliver strong returns over time.

Institutional Fixed Income

Address the Future and the Present with One Strategy

Our fixed income portfolios seek to provide income while preserving capital for future needs. These include a range of various fixed-income securities and other debt obligations.

Our goal is to develop lower-risk portfolios that seek to provide a steady income stream without compromising capital investments.

Multi-Cap Equities

Focus on Growth

Our Multi-Cap Equity team focuses on delivering premium returns while minimizing risk. We prioritize investment in organizations that indicate an improving profit outlook, when compared to industry peers, to try to deliver higher returns with long-term capital appreciation.

Our dedicated team is founded on the principles of client success and building long-term relationships that continue to offer value over time. Clients in this segment are provided with dedicated local service with the experience and capabilities of a large financial institution:

  • Multiple Chartered Financial Analyst® charterholders
  • Accessible, local portfolio managers
  • High ethical and professional standards
  • Comprehensive investment knowledge

As with all of our Institutional Asset Management teams, our Multi-Cap Equity professionals tailor portfolios to the objectives of each client, taking a disciplined approach to diversifying assets in the pursuit of strong returns.

Northland Bond Services

Northland Bond Services differentiates itself by placing the customer as the highest priority in the performance of its duties. This perspective allows Northland Bond Services to ensure a high-quality infrastructure of safety, accuracy, and dependability for all clients, which is fully supported by a knowledgeable, experienced, and dedicated staff.

Northland Bond Services provides the following services for various debt issuers:

  • Paying Agent
  • Transfer & Registrar
  • Escrow Agent
  • Fiscal Agent
  • Bond Trustee

Northland Bond Services, Inc. is a division of First National Bank of Omaha.

Please contact Northland Bond Services at (612) 851-5914 to learn more about our specialized expertise.

Connect with our Team

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

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Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE