FIRST DOWN FINANCIAL

Overview

First Down Financial is a small, independent registered investment adviser that combines fee-based portfolio management with an insurance brokerage capability. The firm focuses on individual and family clients and charges advisory fees as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutional entities, pension consulting services, and client education through publications and seminars. The firm does not market itself as an active ESG investor or as a capital allocator. The presence of insurance brokerage services and the use of annuities in its product mix suggest a client proposition that blends investment management with insurance-based solutions for retirement and income needs.

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Location & Offices