Fort Collins, CO Office
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First National Advisers, LLC
Multi-team
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About
First National Advisers, LLC provides discretionary investment management to individuals (including high‑net‑worth clients) and a range of institutional clients, using mutual funds, ETFs, fixed income and individual equities. The firm is a wholly‑owned subsidiary of First National Bank of Omaha and reports roughly $7.3 billion in discretionary assets under management while also serving affiliated entities such as FNBO and FNN Trust.
FNA delivers a team‑based Private Wealth Reserve service that emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios across conservative to aggressive objectives. It distributes its discretionary models through Raymond James advisor platforms, may use affiliated sub‑advisors and proprietary funds, and generally requires certain Private Wealth Reserve assets to be custodied at Raymond James.
Distinctive aspects include the firm’s banking and trust affiliations and its role as sub‑advisor and service provider to affiliated registered investment companies (the Tributary Funds), arrangements that give rise to related‑party compensation the firm discloses and mitigates through uniform selection criteria. FNA also provides investment management support to its bank and trust affiliates, participates in the RJFSA Outside Manager platform, and discloses soft‑dollar and client‑benefit arrangements associated with its custody and trading relationships.
Based on First National Advisers, LLC
Expertise
Based on First National Advisers, LLC
Location
205 West Oak Street, 4th Floor
Fort Collins CO 80521
Advisors at this office
3
Advisors at this office
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