The FirsTrust Difference

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 clients don't sit around in waiting rooms, navigate automated phone directories or wait on hold for attention from a stranger. Our office staff is CPR, AED and First Aid Certified to provide a safe office environment for visiting clients. And all confidential information is protected by physical security, electronic and digital safeguards, and a full-time Certified cybersecurity officer.   

3.   Security & control.

Crooks never "Madoff" with money they couldn't touch. To fully alleviate any concerns, FirsTrust never takes possession of your funds. Most clients use major institutional custodians such as Charles Schwab & Co., Inc. or another brokerage firm to custody their assets, and they simply authorize us to effect transactions on their accounts.

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.

Some people simply invest for maximum growth and retire if/when they can afford to. Our clients have a customized retirement plan to retire when they want to. 

Some retirees invest for maximum income and live whatever lifestyle they can afford to. Our clients have a tax efficient investment plan to live the lifestyle they want to.

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!