Client First Capital Solutions:
Wealth Management

Our Wealth Management service goes beyond advice-only planning. It includes everything provided in our advice-only service, plus the power of our proprietary investment strategy. With a focus on your goals, values, and long-term success, we offer two strategies that can be combined to create a highly customizable portfolio tailored to your unique financial needs.

Aggressive Value Strategy

The Aggressive Value Strategy is designed for investors seeking long-term growth through investments in companies that appear undervalued relative to their intrinsic worth in a world increasingly shaped by artificial intelligence. The strategy focuses on identifying opportunities where market prices may not fully reflect a company’s long-term potential, particularly where AI could significantly improve business models, productivity, competitive positioning, or future earnings potential. The Aggressive Value Strategy may experience higher levels of volatility as it emphasizes growth opportunities and concentrated market positioning.

CFC One Strategy

The CFC One Portfolio is a regime-based approach, designed for investors seeking a proactive investment approach that adapts to changing market conditions and evolving economic trends. The strategy focuses on proactively adjusting portfolio allocations to identify opportunities across different market environments while managing overall portfolio risk. As market conditions change, the strategy’s exposure to risk may increase or decrease in response to shifting opportunities, valuations, and macroeconomic conditions. The goal of the strategy is to pursue attractive risk-adjusted returns through active portfolio management and disciplined risk oversight.

Defined Outcome Strategy

The Defined Outcome Strategy is designed for investors seeking stability, capital preservation, and greater predictability over shorter investment time horizons, generally five years or less. The strategy focuses on investments intended to provide a more consistent conservative risk profile while seeking stable returns and downside protection. The strategy’s main goal is to reduce volatility and help preserve investor capital across varying market conditions.

Tailored for You

Portfolios are highly customizable to align with your personal financial goals, risk tolerance, and time horizon. Whether you seek growth through dynamic market opportunities or prefer a steady, conservative path, our investment management service is built to guide your wealth with care and precision.

Experience the confidence of knowing your investments are actively managed, strategically adjusted, and aligned with your long-term vision. All three strategies maintain a disciplined investment approach and adapt to an increasingly data-driven investment environment.

The strategies are actively managed and adjusted as market conditions, economic trends, and valuation opportunities evolve. Advanced data analysis and artificial intelligence tools may also be used to help identify market patterns, evaluate investment opportunities, and monitor changing risks more efficiently. These technologies assist in processing large

How Fees are Calculated

Fees are calculated using an AUM model (fees are based as a percentage of assets under management)

Tiered fee schedule as follows:

• First $1.0M at 1.00%*

• Next $5.0M at 0.75%

• Thereafter at 0.50%

For total investable assets over $10M, please reference our Family Office services.

*Minimum fee of $8,500