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First Private Bank & Trust offers a broad range of investment, fiduciary, and private banking services to help you to maximize your returns. We are a member of the Boston Private Wealth Management Group.
The Boston Private Wealth Management Group is a special group of affiliated firms, managing over $30 billion in client assets that meet stringent standards of excellence and share an uncompromising commitment to quality wealth management solutions. Only firms with demonstrated performance, strong leadership, and a focus on enduring client relationships are selected. Boston Private supports member firms with access to financial capital, intellectual expertise and a peer network to complement their unique strengths.
First Private Bank & Trust supports every client with an uncompromising commitment to personal service. You’ll receive assistance in all facets of investment management and benefit from the expertise and knowledge of an experienced team of investment professionals. Our portfolio managers take full advantage of technological and informational resources to analyze markets and provide strategic advice in line with your investment objectives.
The major tenets of our investment philosophy include:
- Conservation of capital
- A disciplined investment process
- Long-term risk adjusted investment returns
- Portfolios tailored to individual client requirements
- A focus on tax efficiency
To learn more, please contact us at: info@1stprivate.com. Please allow up to 2 business days for a response.
Wealth Management - FAQ
| Not FDIC Insured. No Bank Guarantee. May Lose Value. |
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