INVESTMENT SERVICES
INVESTMENT MANAGEMENT ** PERSONAL TRUST ADMINISTRATION ** ESTATE SETTLEMENT
EMPLOYEE BENEFIT SERVICES ** CUSTODIAL SERVICES ** QUARTERLY MARKET COMMENTARY
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Since 1971, The First National Bank of Long Island has provided personalized investment and trust management solutions to individual, corporate, non-profit and employee benefit clients. Our dedicated team of investment professionals and trust officers work with our clients to ascertain their risk tolerance, personal objectives and time horizon to develop an appropriate asset allocation strategy. Because liquidity requirements and financial goals may change over time, we maintain frequent communications with our clients. Our goal is to provide our clients with the highest level of quality personal service while achieving above average long-term returns.
Our philosophy employs a long-term approach with the goal of satisfying income needs and capital appreciation through high-quality investments in diversified portfolios. We accomplish these objectives by carefully monitoring a number of key variables such as: the health of the economy, the current and anticipated state of the financial markets and most importantly, the individual needs of our clients. We believe our disciplined economic evaluation and policy decisions are sound as evidenced by the Bank's competitive investment performance.
The Investment Management Division, led by Brian J. Keeney, Executive Vice President and Executive Trust Officer, is staffed by a dedicated team of investment professionals, whose skills total more than a century of combined experience - preserving the long-term philosophy of the Bank: quality service, prudent investing and highly competitive returns. |
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Our Investment Management and Trust Professionals welcome the opportunity to work with you in developing a sound financial plan. Our goal is to provide you or your client with individual, personal attention. For further information or to schedule an appointment, please call Brian Keeney at (516) 747-0799.
Customer Notice: Non-Deposit Investment Products are: 1) not insured by the FDIC; 2) not deposits or other obligations of the institution and are not guaranteed by the institution; and, 3) subject to investment risks, including possible loss of principal invested.