FIRST HEARTLAND CONSULTANTS, INC.

Overview

First Heartland Consultants, Inc. is a corporate wealth advisory firm that has been SEC-registered since 1994 and operates as an individual-owned advisor to both individual/family and institutional clients. The firm functions as a capital allocator, running discretionary portfolio mandates and offering a mix of financial planning, portfolio management for individuals and small businesses, institutional consulting, pension consulting, and manager selection. It also produces written client communications and runs educational seminars and workshops. Investment activity centers on public equities delivered largely through exchange-traded vehicles, with a clear preference for ETFs as the primary implementation tool. First Heartland also uses third-party managers and allocates to alternative strategies — including hedge funds, private placements and real estate — to complement core equity exposure and to pursue diversification and return enhancement. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, enabling a mix of advisory relationships across client types. The firm maintains industry relationships with broker-dealers, accounting and law firms, insurance companies and pension consultants to support its advisory and custody arrangements.

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Location & Offices