What we believe in…

  • Our investment philosophy is centered on growth without undue risk, always keeping principal preservation in mind.

  • We take our responsibilities to our clients seriously. We strive to always increase the value of the currency of our trade, which is the trust our clients place in us.

  • We treat our service commitment as having “clients for life”. We are fiercely loyal to the families and businesses that engage us, and never retreat from our focus on their best interest.

How we are different…

  • Keeping costs low for our clients is a very high priority.

  • We are able to evaluate and recommend separately managed accounts across a wide variety of platforms.

  • We are not committed to any particular managed account provider. We’ll go wherever we feel is best for the client. Period.

  • We have the ability to provide our clients with either discretionary or non-discretionary portfolio management.

Initial Consultation

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.

Financial Planning

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.

Portfolio Management

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.