First Interstate Wealth Management offers Asset Management services for individuals, foundations or institutions. The Asset Management Team is comprised of highly trained Portfolio Managers and Research Analysts. Our team offers a customized, comprehensive and integrated service of investment management that follows a multi-step approach.
We provide a full range of investment advisory, portfolio consulting, asset management, and other related financial services for:
- Tribal Organizations
The fundamental investment philosophy of First Interstate Wealth Management is to provide returns that will meet or exceed our clients’ expectations while remaining within their risk tolerance.
We carefully craft investment solutions using a disciplined process that helps ensure you meet your investment goals. This multistep process allows our clients to implement a planned approach to investment success.
At First Interstate, we customize portfolios to meet our customers’ needs. We have eight different account objectives, ranging from capital preservation to all equity. These eight account objectives represent strategies designed to meet a range of time horizons and risk tolerance levels. Each strategy is managed to achieve broad capital market diversification.
Eight Account Objectives
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We realize managing investments, planning for retirement, choosing a life insurance plan, and other wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled Wealth Advisors prepared to assist you. Our Wealth Advisors, who live and work in the communities we call home, will take the time to get to know you and your goals and recommend the products and services you need—and none of the products you don’t.