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Investment Management Group

Built on trust.

In November of 2017, First Bank Investment Management Group and Northern Michigan Bank & Trust's Trust Department merged.  Our combined staff of twelve investment professionals has over 250 years of cumulative experience and currently manages over $500 million in assets.

As a leading provider of investment services, First Bank Investment Management Group employs an objective, systematic approach to investing, while drawing from a diverse, independent group of research sources.  We provide our clients with the best of both worlds - a proven method of investing and vast capabilities combined with small town, personalized service.

First Bank's Investment Management Group serves clients in Michigan's Upper Peninsula. Clients entrust us to manage and direct their most important financial affairs. Our investment advisory team provides investment management for:

Individuals: Trusts and Estates | IRA's and Pension Rollovers | Taxable Investment Accounts

The Institutional Investment Services arm specializes in serving the investment needs of  Governmental Entities, Pension Funds, Foundations, Endowments, Corporate Clients, Religious Organizations, Employers, and Institutions of Higher Learning.  At First-Bank’s IMG, we recognize that our institutional clients have needs which reach beyond the sphere of traditional trust or investment customers.  As a result, we stand ready with the technology, market resources, and know how to support all of your organization’s investing needs.

Institutions: Pension Plans | Endowments | Foundations  | Governmental Entities  | Corporate Clients  




Locations

MARQUETTE OFFICE
Bennett J. Zyburt – Trust & Investment Group Manager
Thomas G. Humphrey CTFA, Trust & Investment Officer
Richard W. E. Ledy Trust & Investment Officer
Jean M. Washburn Trust Operations Officer
Patricia M. Blemberg Trust Operations Associate   
Crystal A. CramerTrust Operations Associate

ESCANABA OFFICE
Les T. Cseter - CTFA, Trust & Investment Officer
Patricia M. Rudden - Trust & Investment Officer
John Erdody - CFP,CFA, Portfolio Manager
Jenine Maloney - CTFA, Trust & Investment Officer
Racheal V. Paslawski - Trust Operations Associate
Jane Lanaville - Trust Operations Associate (not pictured)
Robert Valentine - Institutional Investment Services

Contact Us
Investment Management Group
It is our pleasure to serve you!

Marquette     877-204-6927

Escanaba     906-786-3335

Email: img@first-bank.com




 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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