Investment Services

First National proudly offers the following investment services:

  • Review of current portfolio
  • Develop an investment policy statement (IPS)
  • Obtain and maintain tax cost information
  • Collect dividends, interest, stock splits and spinoffs
  • Recordkeeping of investment activity, receipts and disbursements
  • Monthly or quarterly statements
  • On-line access; holdings review, transaction details, statements
  • Annual tax information statement (1099 or 1099R & 5498)
  • Regularly scheduled portfolio reviews

To learn more, or to schedule an appointment, please call us at 505.992.2427.

 

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency