FirsTrust seeks to serve clients at the highest possible standard. For this reason, we subscribe to Best Practices: A Professional Code of Conduct. The Code was developed by the Institute for the Fiduciary Standard, a nonprofit created to help investors know what they should expect from a fiduciary advisor. Learn more at Institute for the Fiduciary Standard
We believe truly objective financial advice can only come from someone who doesn't sell investments.
We believe a trustworthy financial advisor should be able to offer references from satisfied clients as well as local CPAs and attorneys who are willing to affirm the advisor's sound reputation.
We believe someone who claims to serve your best interests as a "fiduciary" should never accept financial incentives from third parties.
We believe a truly "independent advisor" should be free to search the globe for investment vehicles by eliminating the unnecessary retail bank and brokerage middlemen.
We believe nobody is an expert in everything, and a genuine depth of financial expertise can only be provided by an expert Financial Team.
We believe a fee-paid professional has an incentive to focus on your success, while a commission-paid professional has an incentive to go find his next sale.