Firstrust

FirsTrust provides Comprehensive Wealth Management and Private Family Office services to individuals, families, businesses and related entities, offering financial and retirement planning, investment management, tax planning, and trust and estate services. Those services are delivered by Investment Advisor Representatives either through a dedicated advisor, a coordinated FinancialTeam of specialists or on a limited‑scope basis per a written agreement.

The firm’s investment decisions are set by an Investment Committee and implemented through customized Investment Policy Statements, generally favoring strategic asset allocation with a value orientation and the flexibility to tactically overweight or underweight asset classes. FirsTrust offers both discretionary and non‑discretionary management, emphasizes long‑term, research‑driven independent judgment, and seeks to align client portfolios with individual objectives and risk profiles while disclosing the potential for underperformance versus growth or momentum strategies.

Distinctive features include a fee‑only model with a single, flat percentage fee applied to the entire portfolio (rather than a tiered schedule), an all‑inclusive service approach, and a firm policy to refuse third‑party commissions, gifts and marketing incentives. The firm also enforces specific advisor qualifications (a college education, at least 15 years’ experience, professional accreditation and continuing education), offers Private Family Office engagements for more complex wealth (typically families with around $7 million or more), and maintains dedicated information‑security oversight plus a “no‑opt” privacy policy and voluntary adherence to Real Fiduciary™ Practices.