Investment Management Services

While we feel each of the services below is best described in a meeting in person or over the phone to discuss the advantages to you, the services listed below are here to provide a basic understanding of what we provide.

Investment Management

• Portfolio Management: The investment portfolio is managed by the Raymond James Investment Professionals at First Hope Bank on either a "discretionary" or "prior consultation basis".
• Custody and Cash Management: We provide safekeeping of all securities and automatically "sweep" all cash, dividends, and interest into a money market account on a daily basis.

Retirement Accounts

• Mutual Fund IRAs: Investing your retirement account strictly in mutual funds.
• Managed Investment IRAs: Instead of managing your retirement portfolio yourself, have Investment Professionals assist you.
• Fixed and Variable Annuities
• Self-Directed IRAs: A way to manage your own investments for retirement with the Bank's Trust Department acting only as a custodian.

For a free consultation, without obligation, please call or email our Investment Department. They can be reached by emailing Robert Walen, calling any of our branches, or visiting our Sparta or Blairstown offices to talk with one of our Raymond James representatives. We'll also gladly meet with you at any of our other branches, in your home, or at your office.

Securities and investment advisory services offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment products are not insured by the FDIC, are not deposits or other obligations of the institution, are not guaranteed by the institution, and are subject to investment risks, including possible loss of the principal involved.

This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.