First Foundation Investor Presentation Deck
Comprehensive Offering for High-Net-Worth Clients
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INVESTMENT MANAGEMENT
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PHILANTHROPY SERVICES
Key Characteristics
Lead with sophisticated financial planning to address client needs
Open architecture investment philosophy with mix of stocks, bonds, mutual
funds, ETFs, private equity, REITs, and separately managed accounts
WEALTH PLANNING
TRUST SERVICES
In-house investment capabilities with strong performance
Fee-only model (vs. commission-based brokerage) with avg. fee of 60-70 bps
Significant cross promotion opportunities with bank, trust, and philanthropy
services
Ability to deepen relationship with multiple generations of the family
because of trust and philanthropy business
100% of new Assets Under Management ("AUM") and Assets Under
Advisement ("AUA") through organic growth, more stable than M&A
Presence in affluent communities throughout CA such as Pasadena, San
Diego, West Los Angeles, Orange County, in addition to expanding into
Naples, FL in 2022
FIRST FOUNDATION
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Combined Advisory and Trust business pre-tax profit margin of 29% in 3Q23
(25% in 2Q23)
In-House Expertise to
Serve Clients
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ASSET ALLOCATION
Wealth Planning
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LEGACY PLANNING
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Lead with planning
Entry point to client's total financial picture
Asset Allocation
Manage custom investment strategies to
serve clients across the risk and return
spectrum
• Utilizes a mix of equities, fixed income, real
estate, and alternative assets
Open architecture
Portfolio Construction
Conduct due diligence
Create custom portfolios to match
clients' goals
• Monitor, report, and adjust as necessary
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