Managed Investment Account

Managed Investment Account

Helping To Manage Your Money


 A managed investment account is designed for investors who prefer to leverage the skills and expertise of an investment team so you can focus on other aspects of your life.

Whether you are an individual trying to achieve more tax control or a fiduciary seeking a more disciplined investment framework, a Financial Consultant can work with you to help develop a custom strategy designed to meet your investment objectives.  

While mutual-funds are managed by professionals for a large group of mutual-fund holders, a managed investment account is a personalized investment portfolio tailored to your specific needs.

Managed Investment Account Image

Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

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Other Registered States

Theresa Probert
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Existing Account Support
Sarah Roberts
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* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.