1. Uncompromised objectivity.
Unlike 95% of today's "fiduciary" investment advisers, we aren't also licensed to receive commissions and incentives for promoting certain investments and insurance products.
2. Concierge, Care & Confidence.
We believe you should never have to sit around in a waiting room, navigate an automated phone directory or wait endlessly on hold for our attention. We also maintain CPR/AED/First Aid Certifications to provide a safe office environment for senior clients, and we protect your confidential information with physical security, electronic and digital safeguards, and a full-time Certified cybersecurity officer.
3. Security & control.
We never take possession of your money. Clients hold their funds in institutional accounts (like Charles Schwab) and authorize us to manage them according to a written plan.
4. Undivided loyalty.
5. Actual expertise.
FirsTrust is not where rookies go to "learn the ropes" with other people's money. Each advisor on our Financial Team has at least one college degree, many years of professional experience, expert credentials / certifications, and an average requirement of 30 credit hours of continuing education every year.
Those who simply invest for maximum growth will retire if/when they can afford to. Our clients have a customized retirement plan to retire when they want to.
Retirees who invest for maximum income will live whatever lifestyle they can afford. Our clients have a tax efficient investment plan to live the lifestyle they want.
Any firm that needs to bury their expensive conflicts of interest in a hundred pages of fine print has too much to hide. Our clients enjoy full and simple transparency and 24/7 visibility of all account values, constantly updated throughout the day on their Personal Financial Website.
There is simply no reason for you to pay more or settle for less!
FirsTrust subscribes to a Best Practices Code of Conduct and participates in educational events across the country to help investors, as well as industry regulators and congressional legislators, understand that they should expect more from a TRUE fiduciary advisor. Let's start the conversation, and you'll discover the many benefits of partnering with an experienced, unbiased, Fee-Only Advisor at FirsTrust.