WHO ARE WE?

Clientfirst is an independent fee-only registered investment adviser providing comprehensive, customized financial planning and investment management. We manage over $150 million for individuals, trusts and corporations.

HOW ARE WE DIFFERENT?

Our process is consultative and we welcome the opportunity to meet with your CPA and attorney. Each client receives individual attention including direct access to their portfolio manager and quarterly reviews. This approach eliminates expenses associated with marketing personnel and the savings are passed onto you.

Clients also benefit from Clientfirst's extensive expertise in the bond market. Individual issues of high quality bonds enhance financial planning efforts while eliminating the expense and uncertainty of bond funds as well as the expense of using separate account managers. Again, the savings are passed onto you.

HOW ARE WE COMPENSATED?

Clientfirst is a fee-only registered investment adviser. This means we receive no commissions or third-party revenues whatsoever. Our clients are our sole source of revenue. You can rest assured that our advice is not influenced by commission opportunities or quotas and that you are working with a fiducairy that is legally obligated to act in your best interests 100% of the time.

Clients are charged one competitive easy-to-understand fee calculated as a percentage of assets under management assessed at the end of each quarter.

WHAT ABOUT ASSET SAFETY?

Clientfirst maintains clearing and custodial relationships with some of the nation's largest financial instituitions however, clients may hold their assets wherever they wish.

WHAT ABOUT CLIENT SATISFACTION?

Clientfirst has a client retention rate of 99%.

At Clientfirst, it really is all about you.