Bank News | Security Alerts | Weather | Find a Location | Online Banking | Careers | Contact
714 N. Donnelly Street, Mount Dora, FL 32757 | (352) 383-2111

  Online BankingFaceBook
Community banking since 1925

Asset Allocation

Financial Planning at First national bank of mount doraAccount Classification: The optimal portfolio of investments requires an awareness of the goal and the level of risk a customer is willing and able to assume to achieve that goal, from extremely conservative to highly aggressive.

Asset Allocation: Once the level of risk is determined, we can allocate assets to create an appropriate portfolio. This process is spreading your money among different markets and is critical to your investment performance as it can substantially reduce risk and may enhance your returns over time.

Allocation among appropriate asset classes will have a major impact on investment returns (90%) over time. We believe the proper role of the professional trustee is to establish strategic asset allocation for the long run based upon client requirements and risk tolerance and to revisit the allocation decision periodically, in light of developments affecting the beneficiaries and the investment markets.

The target percentage in each of the following ranges will vary based upon current circumstances. If you desire our current percentages, please call the Trust Department at (352) 383-2140 or E-Mail us at

Trust and Investment Services are:

NOT Deposits of the Bank
NOT Guaranteed by the Bank
NOT Insured by any government agency
MAY lose value

You are leaving First National Bank of Mount Dora

By clicking Continue, you will be taken to a website that is not affiliated with First National Bank of Mount Dora. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of First National Bank of Mount Dora's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of First National Bank of Mount Dora.


You are leaving the primary website of First National Bank of Mount Dora

By clicking Continue you will be redirected to our hosted financial services website.


Unsecure Email Disclosure

Your privacy is very important to us. We would like to advise you that Internet email is not secure. Please do not submit any information that you consider confidential. We recommend you do not include your social security or account number or other specific identifying information.