First Financial Advisors Institutional Asset Management Services are designed to satisfy the unique investment needs of small businesses, including medical and dental practices, family-owned businesses, non-profits and the like. We manage assets for 401(k) plans, profit sharing plans, defined benefit pensions, corporations, foundations and endowments.

According to the Center for Fiduciary Studies, “The overwhelming majority of investment decision makers—including retirement plan trustees and investment committee members—lack the education and training on the practices that constitute a prudent investment process.” We can help.

We start by performing an in-depth analysis of your organization's current situation. Our consultative approach helps us understand your organization's asset management needs; more importantly, it helps us understand your organization. The outcome is a deeper advisor-client relationship which leads to better investment advice.

First Financial Advisors works with you to define an investment strategy that is tailored to your organizational needs, including helping you manage your fiduciary duties and responsibilities, increasing your investment options, setting benchmarks for investment performance and monitoring the results. With our partner providers for plan administration and trust services, First Financial Advisors offers comprehensive solutions.