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Investment Management

By taking a personal interest in the financial security and fiscal growth of customers, First American offers a variety of personal estate, financial, retirement, tax planning, and securities management alternatives.

Banking Services
First Security Business Bank is an industrial bank which accepts thrift deposits and uses deposited funds to originate and purchase loans secured by commercial property in Southern California. It pursues a strategy of providing well-secured commercial loans to solid borrowers.
Financial Planning
First American works with each client on an individual basis to analyze and identify the most effective ways to work toward meeting financial goals.
Trends & Marketshare
Quickly identify market opportunities and conduct competitive analyses. Because we cover 97% of all U.S. real estate transactions, you'll gain valuable insight with access to current data on price trends, mortgage and mortgage financing information, property purchase behavior, and general analysis of property and ownership patterns.
Trust Services
First American Trust works on a collaborative basis with legal, accounting, and professional advisors to assure that all aspects of trust administration, from estate planning to settlement to conservatorships, are performed in an accurate and responsive manner.
1031 Tax Deferred Exchange
First American provides qualified, intermediary services for the deferral of capital gains on the transfer of investment real estate, personal property, aircraft and vessels using a delayed, reverse or build to suit exchange.