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PersonalInvestmentsSelf-Directed Brokerage

First Fed Investment Servicessm 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 PerformancePlusSM 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

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
Specialist at 310.319.5870.

 


 

 

 

 

 

 

 

 

 

Self directed brokerage and asset management services are not FDIC insured, may lose value, and are not Bank guaranteed.

1 Securities 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.

View PRIMEVEST privacy policy and other important information.