We provide each client a complimentary initial consultation. This is your opportunity to ask questions, talk informally about your dreams, goals and financial needs, and get to know your advisor. We often perform a complimentary portfolio analysis to gain a better understanding of your current strategy. As always, everything we discuss remains strictly confidential. We recommend that both spouses attend the initial consultation whenever possible.
Our clients often have complex financial lives. That’s why a comprehensive financial plan is included within the menu of services we provide. A financial plan can address issues such as planning for retirement, wealth transfer to heirs, the cost of raising children, debt elimination, major purchases such as homes and cars, longevity planning, caring for aging relatives, long-term care, and assessment of overall financial risk. Each plan provides a clear understanding of goals, needs, and requirements regarding risk and return – yet remains flexible and fluid, with regular updates as financial changes occur.
At First Look Capital Management, we take the time to get to know each and every client. We start by helping you identify time horizons, short/long-term goals, objectives and cash flow needs. We then recommend a portfolio strategy we believe offers the best chance of meeting your goals while taking the least amount of associated risk.
Using your personal investment strategy, FLCM will work to construct a suitable portfolio. We handle the day-to-day management of your account, allowing you to concentrate on other matters.
For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment services whereby we contact clients to advise and discuss investment matters. No transactions are carried out without the client’s prior approval.
FLCM helps high net worth investors gain access to a diverse group of money management firms providing specialized investment strategies. We conduct due diligence to ensure they remain suitable for clients and their portfolios. We also provide peer analysis among managers to give our clients relative perspective regarding risk and return.
