A complete list of active advisors currently associated with Client First Advisors, LLC

Warmer can help you find a great advisor at Client First Advisors, LLC or one who fits your needs even better.

Client First Advisors, LLC provides individualized investment advisory and asset management services to a small client base that includes individuals, high net worth clients, trusts, estates and certain corporate clients. The firm manages a modest asset base (approximately $8.48 million across 17 client accounts) and constructs portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public and private securities. The firm emphasizes continuous, personalized account supervision with at least monthly reviews and tailors investment strategies to each client’s objectives and risk tolerance using fundamental, technical, charting and cyclical analysis. Although Client First can manage accounts on a discretionary basis, a substantial portion of its assets are managed non-discretionarily, so client approval is obtained before executing transactions for those accounts. Notable operational features include a requirement that clients use the firm’s chosen broker-dealer for transaction execution and a policy of not accepting proxy-voting authority, leaving proxies to be delivered directly to clients. The firm also offers a la carte, subscription-style consultative services (question-and-answer, portfolio reviews, phone consultations) billed monthly and generally provides written account reports only upon client request.

To learn more about the advisors currently working at Client First 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.