FNBO Financial Planning Process

Understand, manage, and protect your assets.

With First National Wealth Management, we focus on diversification, risk-adjusted returns and optimal portfolios.

Since 1929, our sole mission has been to help families pursue and achieve their financial goals. We manage $8 billion in assets with $25 billion under administration, allowing us to offer the expertise of a very large investment firm, but with the service and personalized attention of a boutique firm.

We use a team decision-making approach for investment strategies and employ 38 experienced investment professionals, 19 of whom hold the Chartered Financial Analyst® designation.

We want you to feel confident in our work as a fiduciary on your behalf. That’s why we offer fee-based services, rather than commission-based. This ensures your goals and objectives are aligned with ours. As your assets grow, we grow as well.

Our Approach

There are three important tenets that distinguish our approach.

Philosophy

When it comes to investment management, our overall goal is to provide above average long-term returns with below average risk. We strive to not only help you achieve your goals, but also manage and protect the assets you’ve work so diligently to acquire.

Process

By understanding your unique situation, we can identify the investment objective that best suits your needs. This will drive our recommendations and decisions for your portfolio

Solution

Based on your established investment objective, we’ll make recommendations on investment solutions, strategies and other combinations of services that could meet your needs.

FNBO Wealth Team
FNBO Financial Planning Process

Establishing Your Portfolio

When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.

ASSET ALLOCATION

We employ the following strategies for target weightings:

  • Strategic: longer-term allocations based on client return goals and risk tolerance
  • Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks

WEALTH MANAGEMENT

Your Wealth Management team will make well-researched decisions based on your goals.

Contact one of our advisors about investment management services.

Connect with an Advisor

Our Wealth 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 FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.

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.

First National Bank of Omaha Logo

More than 165 years of putting customers first.

Legal

  • Modify Privacy Options

© 2023 First National Bank of Omaha (FNBO). All Rights Reserved. 1620 Dodge Street, Omaha Nebraska, 68197

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

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