A complete list of active advisors currently associated with America First Investment Advisors LLC
Warmer can help you find a great advisor at America First Investment Advisors LLC or one who fits your needs even better.
America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm manages portfolios primarily in individual stocks, fixed‑income investments and money‑market funds, and typically implements fixed‑income exposure through exchange‑traded funds. AFIA follows a value‑oriented equity process that emphasizes balance sheet strength, cash flow and management capital allocation, and typically holds 15–25 equity positions when fully invested; for smaller accounts it may use ETFs or no‑load mutual funds to achieve similar exposures. The firm requires clients to sign an Investment Advisory Agreement granting discretionary authority, and generally establishes new relationships with clients who have at least $300,000 in investable assets. Several features distinguish AFIA from many peers: the firm distributes periodic client communications and uses endorsements and third‑party ratings in its advertising, practices that are uncommon for similar team advisers. AFIA is majority‑owned by employees through a holding company (and a limited number of clients also hold ownership interests), has specific policies allowing transactions between those owner‑clients and the firm under disclosed procedures, participates in Charles Schwab’s institutional advisor program and accepts certain services from broker‑dealers, and handles standing letters of authorization that create limited custody considerations.
To learn more about the advisors currently working at America First Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse America First Investment Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Middlebury, IN
| 27
| |
Omaha, NE
| 7
| |
Omaha, NE
| 27
| |
Omaha, NE
| 2
| |
Omaha, NE
| 18
| |
Omaha, NE
| 0
| |
Omaha, NE
| 18
|
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