First Federal Bank of California

ATM/Branch Locator | Contact Us | Site Map

Personal: Investments: Self-Directed Brokerage

First Fed Investment Services^sm ¹ We provide access to a wide variety of investment securities including: U.S. Treasury and Government Agency Securities Bonds, Corporate and Municipal Fixed Annuities Load and No-Load Mutual Funds Online Equity Trading and Portfolio Services Asset Management Services Our PerformancePlus^SM product provides professional portfolio management customized to address your specific financial needs and goals. Our professionals will help you look for investment opportunities to enhance your financial position, simplify your life and fulfill your underlying goals. You’ll have: Ongoing access to a dedicated investment professional familiar with your financial needs and objectives Monthly statements Quarterly portfolio rebalancing in response to market conditions and changing objectives Annual performance reviews Maximized tax efficiency Online portfolio viewing Personal Trust Services A well drafted Estate Plan allows for the efficient management and ultimate distribution of your wealth in the event of incapacity or death. It will also protect your assets by minimizing potential taxes and fees, and should make matters easy for your heirs. Whether you develop an Estate Plan to include a Trust, a Last Will and Testament or any other method, First Federal Bank of California can help by being named as: Trustee in a Trust Executor in a Will Conservator over assets Guardian over assets of a minor Or, the person you have named in any of the above capacities can retain First Federal Bank of California in an Agency Relationship to assist in the handling and ultimate distribution of your estate. Peter S. ("Pete") Williams is First Federal Bank of California's Senior Trust Officer and Estate Planning expert. Working through Pete, when you name First Federal Bank of California in one of the above-listed capacities, we will perform the following fiduciary services: "Marshalling" assets (locating and consolidating funds) Investing assets (according to your desires to preserve capital, provide income and/or grow assets) Tax reporting (to assist your accountant with necessary tax information) Legal matters (to assist your attorney with filings and documentation) Payments of expenses (paying debts, taxes; monitoring billings). Communications with beneficiaries (on financial accountants, legal notices, etc.) Care of real and personal property (ensuring that property is maintained, insured and protected). Distribution of assets (according to your instructions as expressed in your Trust or Will) For more information on how First Federal Bank of California can be of help with all of your Estate Planning needs, call Pete Williams today at 310.319.6037.

Self directed brokerage and asset management services are not FDIC insured, may lose value, and are not Bank guaranteed. ¹Securities offered through PRIMEVEST Financial Services, Inc., an independent registered broker-dealer, member FINRA/SIPC/MSRB. Investment products available through PRIMEVEST Financial Services, Inc., are not bank deposits, or guaranteed by First Federal Bank of California, are not insured by the FDIC or any federal government agency, and involve risk, including the possible loss of principal. Insurance products offered through PRIMEVEST Financial Services, Inc., a licensed insurance agency. PRIMEVEST and First Fed Investment Servicessm are located at 401 Wilshire Blvd, Santa Monica, CA 90401. Consult your tax counsel for advice and information concerning your particular circumstances. Neither PRIMEVEST, nor any of its representatives may give tax advice. Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States. View PRIMEVEST privacy policy and other important information.