Investment Management in Boca Raton
Fee-only fiduciary advisors serving Boca Raton. No commissions. No conflicts. Just advice that puts your interests first.
South Florida's affluent families face unique investment challenges: concentrated stock positions, complex estate structures, and advisors more interested in gathering assets than managing them well. Our investment team custom-tailors an Investment Policy to achieve your specific objectives while continually working to reduce unnecessary taxes and expenses. FirsTrust's Boca Raton office provides portfolio management with the independence Palm Beach County families deserve.
The FirsTrust Difference
Why Choose a Fee-Only Advisor in Boca Raton?
When it comes to investment management, the advisor you choose matters. Here's what sets us apart.
True Objectivity
Fee-Only, No Commissions
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.
Depth of Expertise
A Complete FinancialTeam
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.
Complete Transparency
No Hidden Fees or Surprises
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.
Undivided Loyalty
Your Interests, Not Wall Street's
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.
Know what questions to ask when choosing a financial advisor.
View Our Advisor ChecklistHow We Manage Your Portfolio
Your plan leads; the portfolio follows. We design, transition, and maintain your investments with clear rules, low friction, and steady execution.
Plan-Aligned Blueprint
After we clarify your spending goals within your financial plan, the return needed to fund them, along with your existing investments, becomes the basis for your investment policy statement—a written framework for managing your portfolio.
Tax-Aware Portfolio
We understand taxes can be a significant drag on net returns, so we seek to offset taxable gains by harvesting losses, minimize the tax bite on cash flows, and strategically position assets in taxable/non-taxable accounts to help keep your portfolio tax-optimized over time.
Disciplined Management
Client portfolios are run by process, not impulse. Once your Investment Policy Statement is in place, it becomes the roadmap we follow, defining how we allocate, how we rebalance, and what changes are appropriate, so we stay grounded in your long-term plan instead of reacting to every market headline or short-term swing.
Ongoing Oversight
Portfolios don’t live in a vacuum. We review progress on a set schedule, coordinate with your tax and estate professionals, and adjust only when your goals or constraints change—not because markets are loud this week.
How risky is your portfolio?
Investment risk is not determined by a rule of thumb or a “scale from 1-5”.
We employ a Nobel Prize-winning framework that engineers portfolios to meet investment expectations with a 95% mathematical confidence.
Ask us how we'd manage risk within your portfolio
Evidence-Based Done Right
Many firms claim to be evidence-based but fall into common traps. We take a different approach, one that acknowledges the limits of research and prioritizes your specific situation.
Correlation Doesn't Mean Causation
We evaluate research in full context, not cherry-picked data points. Academic findings do not always translate directly to real portfolios. We consider sample periods, market conditions, and practical constraints before applying any concept.
Practical Implementation
A strategy is only as good as its execution. We account for taxes, transaction costs, liquidity, and timing when translating and integrating research into your portfolio. Theory that cannot be implemented effectively stays on the shelf.
Sample Size Matters
Evidence informs our process, but your goals, timeline, tax situation, and risk profile drive actual decisions. We do not force-fit research conclusions onto portfolios where they do not belong.
Honest About Uncertainty
Markets and research evolve. We revisit assumptions regularly and adjust when new evidence warrants it, not when headlines or emotions demand it. No strategy is set in stone.
Frequently Asked Questions
Common questions about investment management in Boca Raton
Fee-only means we're compensated solely by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise advice quality. When you work with FirsTrust for investment management, you can trust that our recommendations are 100% in your best interest.
Financial advisor fees in Boca Raton vary widely. Commission-based advisors may appear "free" but earn money from products they sell you. FirsTrust uses transparent fee-only pricing—we're compensated directly by our clients, never by commissions. Contact us for a free consultation to discuss pricing for your specific situation.
A fiduciary is legally required to put your interests first. Many "financial advisors" only need to recommend "suitable" products—which may include options that pay them higher commissions. FirsTrust advisors are fiduciaries, meaning we're held to the highest standard of care and must always act in your best interest.
While you can manage investment management on your own, a qualified advisor brings expertise in tax optimization, investment strategy, and estate planning that may benefit your overall financial picture. An advisor can help you avoid common mistakes, stay disciplined during market volatility, and coordinate complex planning decisions. Whether professional guidance is right for you depends on your unique situation—schedule a consultation to discuss your needs.
Look for advisors who are Registered Investment Advisors (RIAs) with the SEC, hold credentials like CFP or CFA, and operate as fee-only fiduciaries. You can verify credentials at BrokerCheck.finra.org and advisorinfo.sec.gov. FirsTrust is a registered RIA and our advisors hold CFP and CFA certifications.
Visit Our Boca Raton Office
Get in touch to meet with our team
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