Competence Is Our Only Product

We charge a single, transparent, competitive fee to provide expert guidance toward achieving your financial objectives while helping you avoid Wall Street deceptions, reduce unnecessary risks, mitigate taxes, minimize expenses.

Nobody is an expert in everything. Our collaborative FinancialTeam of specialists can provide you with broader and deeper expertise than a solo jack-of-all-trades advisor.

It’s all about you. Your mission, your time horizon, and your specific preferences drive every aspect of the financial strategies we employ and the investments we recommend.

No fine print. No hidden fees. No surprises. Your Personal Financial Website provides 24/7 access to updated account values, wherever they may be located, and a secure digital vault to safely store all your important documents.

We believe a true fiduciary should never accept commissions or incentives for promoting specific products. By eliminating this unnecessary cost and conflict, we remain focused on achieving results - not chasing sales.

At FirsTrust, you aren’t just another account number, so you won’t hear, “Please hold for the next available representative”. You won’t have to sit around in a waiting room, you won’t need to navigate an automated phone directory, and you won’t be handed off to a stranger.

To alleviate concerns about charlatans who “Madoff” with other people’s money, FirsTrust doesn’t take possession of your funds. Your investment accounts will be held at a major institutional custodian such as Charles Schwab & Co., Inc., and you simply authorize us to effect transactions on your behalf.

Wall Street firms often limit your choices to a menu of investments they get paid to promote. At FirsTrust, we are free to research, compare and globally source competitive investments for your portfolio - without corporate handcuffs or third-party profit agendas.