The FirsTrust Difference

7 Reasons People Choose FirsTrust

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. 

Our white-glove concierge service means 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; hold your accounts anywhere you want to. For portfolios that we professionally manage on a continuous basis according to your custom-designed Investment Policy Statement, you may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account.

4.   Undivided loyalty.

FirsTrust is completely independent of the Wall Street banks and brokerage firms that profit from promoting certain investments; including the ones they own themselves. (Why is this even legal?)  

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. 

6.   Customization.

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.

7.   Transparency.

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!

True Objectivity
True Objectivity
Learn More
True Independence
True Independence
Learn More
True Expertise
True Expertise
Learn More
How We Are Paid
How We Are Paid
Learn More
FAQs
FAQs
Learn More
Buyer Beware
Buyer Beware
Learn More
Speak With A Financial Expert Today

FirsTrust, LLC ("FirsTrust") is a federally (SEC) registered investment advisor (RIA) located in Florida. Registration does not imply an endorsement by the SEC. 

These materials have been independently produced by FirsTrust; we are independent of, and have no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. FirsTrust provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

CONTACT US