"Jerry Braakman, chief investment officer of First American Trust of Santa Ana, Calif., said he has been looking for bargains among healthcare and energy stocks, which trade at lower prices relative to future earnings than the big technology stocks that had fueled this year’s rally. But the firm has also beefed up its allocation to cash. Read More›

After the uncertainties that followed the Covid-19 pandemic, many were left wondering about the fate of the economy and the future of the real estate market. Odeta Kushi, Deputy Chief Economist for First American Financial Corporation, explores a variety of factors that are shaping the real estate market of 2024. Watch the recording from September ... Read More›

“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, Chief Investment Officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 ... Read More›

We are proud to be named to the Fortune Best Workplaces in Financial Services & Insurance list for 2023. Thank you to those whose dedication to creating a workplace culture that prioritizes People First helped us earn this award. Read More›

We’re looking forward to connecting with you at the 2023 ALTA ONE conference October 10-13 in Colorado Springs, CO. Read More›

Jerry Braakman, President and Chief Investment Officer at First American Trust, shares his thoughts on the latest rise in S&P indexes and its influence on the economy. “If consumers are growing more cautious “then maybe the Fed can park out at these levels, as opposed to raising rates higher," said Jerry Braakman, chief investment officer at ... Read More›

For the third year in a row, we are proud to be named to the People Companies that Care list for 2023. Thank you to our employees who make a difference in their communities every day. Read More›

“...When we entered the year, most economists were looking for a recession in 2023. As we progress through the year, and as economic data has proven more resilient than expected, the soft-landing projections have started to really boost. The markets really gravitate to that narrative,” stated Scott Dudgeon. Jerry Braakman, President and Chief ... Read More›

Following a solid start to the year in Q1, equities produced broad-based gains in Q2-2023, resulting in a very strong first half of 2023 performance for the asset class, particularly considering the environment. Stocks were surprisingly resilient in the face of March’s mini banking crisis, additional Federal Reserve rate increases and cautious ... Read More›

Scott Dudgeon, Director of Equity Research at First American Trust, was recently quoted in the Bloomberg News. Scott comments on Uber's stock performance saying [Investors need to see the firm] - keep the momentum going on the fundamental side (Bloomberg). The Bloomberg article discusses how compared to Lyft, Uber's shares are significantly ... Read More›

Jerry Braakman, President and Chief Investment Officer at First American Trust, discusses how the Fed’s decision to increase interest rates will impact the economy. Read more by about how the market is reacting in this article by MarketWatch. Read More›

UC Irvine Professor Christopher Schwarz, Ph.D. and First American Trust President and CIO Jerry Braakman engage in a wide-ranging discussion about what is shaping our financial world. Watch this video recording to learn more about the following topics: Read More›