Investment Management Services
First National Wealth Management has extensive experience in providing portfolio management for municipal, county, and State government entity investment accounts and retirement programs.
Features & Benefits:
- Personal attention of experienced professional staff
- Clear investment philosophy
- Special expertise in legal investments
- Disciplined investment selection
- Clear, comprehensive statements providing portfolio review, detail of all investment holdings, and listing all account activity including receipts, disbursements, and non-cash transactions
- Special reports and information for auditors, actuaries, federal and state agencies as required
- Flexible service
- Internet access to account information
Corporate Trust Services
First National offers corporate trust services through business partner relationships designed for your particular needs.
Features:
- Municipal bond trustee and payment services
- Sinking fund services
- Escrow agent and services
- Municipal bond underwriting
- Like kind property exchanges
- Business Trusts
- Custody of assets
Benefits:
- First National brings the business partners to the table
- Quality assurance
- Make the government manager more efficient
- First National only brings in reliable and proven business partners
Equipment Leasing
If you make a major equipment purchase and use conventional financing methods, you can tie up a lot of your capital on something that may become obsolete before it is paid. Equipment Leasing will give you the opportunity to increase profits by acquiring up to date equipment. |
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Lock Box Services
Many businesses waste days - even weeks - depositing and posting payments to their accounts Because of all of the steps involved! That’s why business professionals have turned to Lock Box Services at First National. With this service, your receivables are picked up at the post office and processed daily by First National.
Features:
- Your business is assigned its own Post Office box number
- Your customers send payments to the Post Office box address
- Payments will be picked up by First National each morning
- Payments are processed and posted to your account on the same day
- Original payment invoices and reports will be customized to your specifications
Benefits:
- Saves time - First National picks up and processes on the same business day
- Checks are examined for negotiability, endorsed and then credited to your account according to your specifications
- You get your money faster - Deposits are posted to the account the same day the pickup is made
Computer & Technology Consultant Services
First National’s technology staff and business partners are available to you in a variety of ways including professional consultations, software and hardware maintenance and help desk support.
Features:
- If you or your technology manager have technology question or Just need to talk “tech” with one of our professionals, give us a call.
Benefits:
We and our business partners have expertise in the following areas:
- Internet applications
- Internet firewall security
- Local Area Networks
- Wide Area Network design and monitoring
- PC password administration
- System evaluations
- Project management
- Data security and back-up procedures
- Telephone systems
- PC, network, printer and midrange computer maintenance services
- Help desk technology
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