Firstrust

Overview

Firstrust operates as an independent registered investment adviser organized as an LLC and has been SEC-registered since 1999. The firm serves both individual and family clients as well as institutional clients, and its business model combines percentage-of-AUM and fixed-fee billing. Advisory services explicitly include financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and selection of sub‑advisers. The firm identifies itself as a capital allocator, and it does not characterize itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives