FineMark National Bank & Trust
FineMark National Bank & Trust offers a comprehensive array of banking, trust, and investment services with a focus on personalized business management, particularly for professional athletes, and emphasizes building lasting client relationships.
Banking and Financial Services
FineMark National Bank & Trust offers a comprehensive range of banking and financial services designed to meet diverse client needs. Among these are banking and lending services, investment management, trust and estate planning, and tailored financial planning. The institution also provides tools to help clients organize their financial lives, like online wealth management software and eStatements for personal and business accounts. Digital payments are facilitated through services like Zelle®.
Investment Strategies
FineMark National Bank & Trust employs a collaborative and holistic approach to investment management. They utilize an open architecture investment platform that incorporates both internal and external strategies. Their Core Strategy aims to outperform the S&P 500, while the Dividend Strategy focuses on income-generating equities. Additionally, FineMark prioritizes tax efficiency in their investment approach, ensuring that clients' portfolios are managed with a focus on optimizing after-tax returns.
Wealth Management
FineMark places a strong emphasis on wealth management, striving to build lasting and authentic client relationships. Their approach is holistic and collaborative, incorporating financial planning, investment management, and trust and estate services. Their advisors are empowered to make timely decisions to provide effective results. Wealth management at FineMark includes the integration of clients' existing assets such as real estate and business interests into their comprehensive plans.
Sports Management
Through FineMark Sports Management, the bank offers personalized business management services to nearly 200 professional athletes. This service is part of their broader wealth management offering, ensuring athletes receive the same tailored financial planning and advisory services as other clients. FineMark's dedicated team is focused on addressing the unique financial needs and goals of professional athletes, helping them manage and protect their wealth effectively.
Geographic Presence
FineMark National Bank & Trust operates offices in multiple states, including Florida, Arizona, and South Carolina. This geographic presence allows the organization to offer their extensive range of financial services to a wider client base. Their offices are staffed with professionals who embody FineMark's culture of service, forward-thinking, and client-focused relationships. The regional presence ensures accessibility and personalized service for local clients.