Investment Philosophy

First Nebraska Trust Company utilizes an eclectic style of investing that focuses on providing a combination of capital appreciation and income in portfolios through a disciplined approach to security selection.

We do not utilize any proprietary mutual or comingled funds; instead, we custom-tailor solutions through the use of individual equities and fixed income securities. In some cases we use a selection of Mutual Funds or Exchange-Traded Funds (ETFs) to achieve necessary diversification, based on agreed upon criteria or policy of the client. Our Investment Team does not rely on market-timing, but instead focuses on building well-diversified portfolios of companies and securities that result from our thorough research processes.

First Nebraska Trust Co. Investment Team (Chad Reeson, Scott Wendt, Sean Finneran)