Personal Money Management

First Financial Advisors’ Personal Money Management Services are designed for individuals and families who desire ongoing, expert investment advice. First Financial Advisors specializes in IRA Rollover, SEP, Individual, Joint and Trust Accounts to name just a few.

Through the Fidelity Institutional Funds Network, a service of Fidelity Investments, First Financial Advisors offers access to thousands of no-load mutual funds. And as a fee-only advisor, there are never any sales commissions, ever.

Your portfolio strategy begins with a personalized investment analysis (or personal financial plan, depending on your needs), then progresses through the portfolio construction process. We utilize the disciplines of portfolio theory and asset allocation to reduce the expected risk and increase the expected long-term rate of return. We then build your portfolio by selecting the very best mutual funds.

Our asset management process is designed to ensure that your portfolio is uniquely designed around you. Over time your portfolio will be updated to respond to the dynamics of the capital markets, as well as the changing needs of you and your family. We continue to work with you as your needs change and adjust your portfolio accordingly.