A complete list of active advisors currently associated with First Perspective Capital LLC

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

First Perspective Capital LLC is a small, state-registered advisory firm that serves individual investors (including non‑high‑net‑worth clients), high‑net‑worth individuals, and corporate or employee benefit plan clients. Its services include discretionary portfolio management, written financial planning, and pension/401(k) consulting for plan sponsors and participants. The firm documents client goals and risk tolerance through an Investment Policy Statement, employs a range of analysis methods (including fundamental, quantitative, technical, and modern portfolio theory) and generally implements a long‑term trading approach on a discretionary basis. FPC also may select and refer clients to third‑party investment advisers or managers and performs ongoing due diligence while billing its own fee in addition to any third‑party manager fees. Distinctive features for a firm of this size include a suite of billing options beyond percentage‑of‑AUM — including fixed fees and hourly billing for pension consulting and financial planning — and explicit pension consulting and adviser‑selection services that add complexity to client engagements. The firm is a solo practitioner with modest AUM and few clients, requires clients to use a specific custodian (from which it may receive research or other soft‑dollar benefits), does not act as a private fund adviser, and its principal is employed by an exchange‑traded REIT and holds equity and option grants that could overlap with certain fund holdings.

To learn more about the advisors currently working at First Perspective Capital 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.