A complete list of active advisors currently associated with Firstrust Financial Advisors

Warmer can help you find a great advisor at Firstrust Financial Advisors or one who fits your needs even better.

Firstrust Financial Advisors provides investment advisory services primarily to institutional clients such as employee benefit and governmental plans, as well as to municipalities, trusts, estates, and other entities. The firm offers discretionary portfolio management, pension consulting, and financial planning, and the brochure notes it reports no assets under management as of the filing. The firm constructs customized Investment Policy Statements using client suitability information and manages accounts on a discretionary basis with ongoing monitoring, periodic rebalancing, and quarterly account reviews; for governmental plans it performs multi-year market assessments and plan-level education. Portfolio management relies on a mix of approaches (including modern portfolio theory, fundamental and technical analysis) and emphasizes plan-level oversight rather than episodic advice. Several organizational features distinguish the firm from many peers: it is wholly owned by a savings bank and is affiliated with a bank, it is also licensed as an insurance agency, and its advisors maintain broker-dealer registrations (devoting a substantial portion of their time to commission-based brokerage activities). The firm also uses a custodial arrangement for governmental plans that includes participant services and offers both hourly financial planning and multi-year fixed-fee pension engagements, which are less common among investment managers focused on pooled or institutional assets.

To learn more about the advisors currently working at Firstrust Financial Advisors, 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.