Our Investment Team is Committed to You
Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.
You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.
Investment Management Services
We use your Risk Number® to help you invest according to your own risk tolerance level.
How we manage your portfolio:
Dedicated Investment Team including CFA® charterholder and CFA® level 1 candidate
Service to over 1,400 clients with assets of approximately $1 billion
Committed to continued education and learning
Both internally and externally regulated by various committees and boards
Consistent investment monitoring
Dependable economic updates
Regular account performance reporting
24/7 Online account access
Dedicated to helping you achieve your financial goals
Provide comprehensive financial solutions at every aspect of your life
Customized asset allocation based on risk tolerance and goals
Periodically review of portfolio securities and allocation
Examine the economic environment and monitor the impact to our offerings
Our Investment Management Team
Brad Dummett, CFA®
VP, Senior Investment Officer
Location: Mason City West
As VP, Senior Investment Officer, Brad carries out our investment philosophy through day to day portfolio management. Brad is integral in adopting new technology to provide enhanced investment management to both direct and outsource clients.
EXPERIENCE & EDUCATION
• Brad has been with First Citizens since 2013 • B.B.A. Finance, University of Northern Iowa • Chartered Financial Analyst COMMUNITY & PROFESSIONAL INVOLVEMENT • Wealth Investment Strategy Committee • Trust Investment Committee PERSONAL • Enjoys golf. • Spends time with family and friends.
Associate Investment Officer
Location: Mason City West
Lora Mills, ATOP
Location: Charles City
Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of principal invested. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.