Spectrum of Services

At First Foundation Advisors our role is to chart the course so that each client has the best opportunity to meet their investment goals and needs in an often confusing and contradictory financial world. Meeting each client's investment and income needs is accomplished effectively by choosing the most efficient investment vehicles from a diversified set of offerings to meet each client's unique needs.

We build client portfolios using well accepted investment vehicles including, individually owned securities, mutual funds and fully discretionary sub advisor accounts. The results of this process are that some client's investment objectives are best met using a complete portfolio of mutual funds. For others it is a combination of mutual funds to meet an allocation in specialized investment areas, like foreign stock, and individual securities for the portion of their portfolio invested in stocks listed on US exchanges. We also serve clients who can best achieve their goals by investing their portfolios 100% with sub-advisors in an "open architecture" platform whose performance is monitored by First Foundation Advisors.