First Federal Bank of California

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Personal: Investments

Self-Directed Brokerage 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 Investment Management Services Our PerformancePlus^SM product provides professional portfolio management customized to address your specific financial needs and goals. You’ll work with a portfolio management specialist who will 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 Through in-house estate planning specialists, we provide administration and coordination of probates and all types of personal trusts including: Revocable Living Trusts Irrevocable Trusts Conservatorships Charitable Trusts For more information, contact an Investment Specialist at (310) 319-5870.

Self directed brokerage and investment management services are not FDIC insured, may lose value, and are not Bank guaranteed. Offered through Deurr Financial Services, a registered broker-dealer not affiliated with First Federal Bank of California.