Whether you are just starting to build your investment portfolio or seeking to protect and grow the wealth you’ve already accumulated, Client First is objective and puts your interests first. Our investment advice and wealth management services exist as a fee-only arrangement with our clients. At Client First, your success is our success.
Client First Investment Management looks at the investment world from your perspective. We believe this means listening carefully and doing what is right for each client.
We help our clients establish a plan for investment portfolios containing the following:
- Mutual Funds
- CDs and Money Market Funds
Our investment consulting process involves identifying client investment objectives, measuring risk tolerance and matching these factors with the most appropriate investment solution. We created the Adaptiv Investment Management System ™ a money management approach for identifying market leadership, risks, price, and designed to consistently participate in themes of strength.
Client First’s goal is to give you the secure retirement lifestyle you dream of. Our financial advisors will consult with you to analyze your current financial situation and goals and develop a strategy designed to work with your income, future plans and risk tolerance. During the meeting, your financial planner will educate you on our 401(k) management services and our other great retirement planning strategies to help you choose the best option.
We develop a strategy designed to work with your income, future plans and risk tolerance. Client First will establish a strategy to grow your investments when opportunities present themselves and quickly stop losses when they start.
Here at Client First, our financial planners understand retirement planning isn’t a one-time process. As a partner in your financial future, Client First will notify you on changes in the markets and advise you on your available options to protect your investments. Communication and cooperation assures Client First will deliver solutions specifically intended to protect your investments and future. We will work closely with you and provide step-by-step explanations of investment opportunities, strategies and methods for ensuring profitability and stability in your investments.