Much of the investment management and advice dialog is solely directed at market events, economic conditions or securities selection. As important as this is, it is more pertinent to consider these matters within the context of individual client needs. Thus our advice is "Client-Centric".
With this client-centric approach, we bring to bear our resources and experience to investment solutions and strategies that are unique to each individual client.
First Western Advisors has contracted with formidable and key partners to provide trade execution, custody of client assets, and clearing services for client accounts. We primarily use National Financial Services (Fidelity) and Charles Schwab & Company.
As an independent advisor, we are able to work with our partners in order to employ a multi-platform strategy to help meet our client's needs.
Please feel free to explore our website: www.fwainvest.com
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