Personal Investing
Your investment portfolio is very important and we recognize the need for comprehensive investment, retirement
and insurance support. A customized approach is always best when analyzing your financial needs. With your
financial objectives and risk tolerance in mind, our Investment officers will develop a strategy that best suites
your financial needs and desires.
Our Personal Investing Partner
FB Financial Services partners with Sorrento Pacific Financial,
LLC. (SPF) which is a full service registered broker dealer and
registered investment advisor headquartered in San Diego, and was
formed specifically to serve bank investment programs. Sorrento
Financial serves thousands of financial institution clients around
the country. Their products, technologies, and services enable us
to offer you access to a broad spectrum of investment products and
services to best suite your needs and goals. For 10 years SPF has
been dedicated to serving financial institutions and their customers.
We measure our own success by that of our clients - excellence in
customer service is always our top priority.
Current Sorrento Financial clients may click below to either view your account or conduct an online trade:
- Sorrento
— My Portfolio View
Mutual Funds
Mutual funds are a great way for investors to diversify their portfolios.
More Information
Stocks and Bonds
Stocks represent ownership shares in a publicly traded company. When you buy shares of a stock, you own
a part of the company. As a shareholder, your investment may rise or fall with the price of the stock. Stocks
carry higher investment risks than bonds or money market investments.
Bonds are essentially "IOUs" for money loaned to the bond's issuer by an investor. When you buy a bond,
in return the investor receives a regular interest stream as well as the promise that the loan will be repaid
at a designated date.
More Information
Tax-Deferred and Tax-Free Investments
How tax efficient is your investment portfolio? There are a few types of investment choices that fall under the
tax-deferred and tax-free investment category.
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College Savings Plans
These days, college isn't just a dream; it's practically a requirement. And it's getting more and more expensive.
There are several options available to help ensure that your children or grandchildren will be able to explore
and enjoy the advantages of higher education. There are a number of different plans which can ease the cost of
college and/or pre-college tuition expenses.
More Information
Insurance, Long-Term Care and Disability
Planning for your future requires the development of a strategy to meet your financial needs. To support you in
this development, FB Financial Services offers many programs to help customize to meet your goals. Insurance can
assist in business develop succession planning, family and estate preservation, and income in the event of a
disability and at retirement. FB Financial Services offers customized plans to meet your goals.
More Information
Want to start investing but don't know where to begin? Talk to
one of our Investment Officers. FB Financial Services provides online
trading and broker assisted trading via SPF.
Contact us at: (800) 400-7067
Fremont Bank has terminated its relationship with UVEST
Financial Services and has established a new relationship
with Sorrento Pacific Financial, LLC (SPF). In order to reestablish
online access to view your account(s) through SPF's "My Portfolio
View", please contact your Investment Consultant who can provide
you with you new
username and temporary password. If you have any questions or concerns,
please do not hesitate to contact us
at 1-800-400-7067.
Non-deposit investment products and services
are offered through Sorrento Pacific Financial, LLC ("SPF"),
a registered broker-dealer (Member FINR/SIPC) and SEC Registered
Investment Advisor. Investment Representatives are registered through
SPF. Fremont Bank has contracted with SPF to make non-deposit investment
products and services available to bank clients. Products offered
through SPF are:
| Not FDIC Insured |
 |
Not Bank Guaranteed |
|
May Lose Value |
|
| Not Guaranteed
by any Government Agency |
|
Not a Bank Deposit |
|
|
