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Investment
Management Accounts
Helping people attain
their financial goals and handling their investment needs is one of the
main services offered by First Community Trust, N.A. (FCT). With
over 150 years of combined experience the people at FCT can assist you
in structuring portfolios for investors based on their specific objectives
and help them attain both short and long term goals.
FCT takes the time to help you create and implement a plan targeted to
provide you with financial peace of mind. Many items need to be taken
into account in developing a plan tailored to each client. These items
include the need for principal protection, growth and income desires as
well as tax considerations.
John J. Gonner, CFA, is the senior investment officer for FCT. John has
over 11 years of portfolio management experience. In association with
your account officer, your portfolio will be structured, monitored and
actively managed to maximize your hard earned dollars. Assets are chosen
through a disciplined process utilizing both data analysis and the qualitative
expertise of our professional staff.
FCT strongly promotes asset allocation based on the growth and income
needs of our clients. Most important, we do take into account each client’s
risk tolerance. Today, more than ever, the investment landscape is changing,
confusing and challenging. FCT believes that we can offer you financial
peace of mind, outstanding returns based on your risk tolerance and, most
importantly, the time for you do what you enjoy!
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