The FirsTrust Difference

7 Reasons People Choose FirsTrust

1.   Uncompromised objectivity. 

Unlike 95% of today's "fiduciary" advisors, we don't hold additional licenses to receive sales commissions and marketing incentives. 

2.   Genuine care. 

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 security concerns, FirsTrust never takes possession of your funds. Most clients use  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, 10 to 35+ 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!

True Objectivity
True Objectivity
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True Independence
True Independence
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True Expertise
True Expertise
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How We Are Paid
How We Are Paid
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FAQs
FAQs
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Buyer Beware
Buyer Beware
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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.

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