- Institutional Investment Management
Flexible and creative financial solutions, customized to meet the needs of the foundation and endowment marketplace.
- Tributary Funds
Diversified stock and bond funds designed to make selecting investments simple and convenient.
Since 1929, First Investment Group has provided investment management services for a wide range of clients, including:
- Mutual Funds
- Multi-Employer Plans
- Pension Plans
- Profit Sharing Plans
- Endowments and Foundations
- 401(k) plans
- Individual First National trust customers
Our Philosophy: Risk Control
We believe your investment should grow without extreme volatility. We control your portfolio's risk through exhaustive fundamental analysis, which allows us to know exactly what type of companies we're buying on your behalf. We won't let any individual position or sector dominate your portfolio, so it will be diversified across sectors and industries.
Above-average returns with below-average risks. That is our mission.
Our People: Home Grown
Omaha, Nebraska is the value investing capital of the world, so it's the best place for us to be. Being away from the noise of Wall Street gives us perspective. Our talented investment managers choose to work here - for the quality of life and because many were born and raised here. In an industry known for mergers and acquisitions, we stand apart. We've successfully managed money since 1929 as a division of First National Bank of Omaha, a family-owned institution for six generations.Not only do we strive for balanced portfolios, but balanced lives.
Our Process: Thematic
We like to think about where the world is going, not where it has been. To do this, we gather together formally and informally to develop themes to explore - like the economy of the graying America or current geopolitical tensions.
Our qualitative - quantitative - qualitative process is unique.
Our Performance: Results
We believe in above-average returns without paying the price of high volatility. We challenge ourselves daily to achieve the highest standards in our industry, along with strong risk-adjusted returns. We want you to know what to expect from us.
Quarter after quarter, year after year, our goal is to be in the "Northwest Quadrant".