Your True Fiduciary.
Fact: Not all investment professionals are created equal.
When choosing the right investment partner, one of the most important questions you need to ask is, “Are you a true fiduciary?” The answer from many financial advisors and investment professionals is unequivocally: no.
As one of under sixty nationally chartered trust companies in the United States, First Financial Trust is a true fiduciary. This means we are always thinking and acting in each client's best interest and always putting our clients first, over and above any individual or firm goals.
Combining diversification and personalization to deliver returns.
Being a true fiduciary is not only the key driver of our company’s mission, it also means that we are held to a higher standard — the Fiduciary Standard — which requires that we meet stringent rules and regulations defined by the U.S. Investment Advisers Act of 1940.
How does First Financial Trust compare to other financial management options? | First Financial Trust | Broker / Dealers | Self-Service Technology Platforms | Registered Investment Advisors |
Operates as a true fiduciary and acts in client’s best interests | • | • | • | • |
Held to the Fiduciary Standard | • | • | • | • |
Regulated by the OCC, not the SEC | • | • | • | • |
Manages total financial relationships (trusts, investments, estates) | • | • | • | • |
Communicates pro-actively; provides investment advice & counsel regularly | • | • | • | • |
Holds assets in client’s name, not firm name | • | • | • | • |
Discloses completely transparent fee structure | • | • | • | • |
Provides experienced advisors & administrators that directly manage each investment account | • | • | • | • |
Dedicated, personal service – client always has “someone to call”; financial professionals available to speak with clients and answer questions | • | • | • | • |
Accessible and convenient. Easy, straightforward communication. | • | • | • | • |
Human - team knows clients as people, not account numbers | • | • | • | • |
Nationally chartered trust company – one of under sixty in the U.S. | • | • | • | • |
As we said before, being a true fiduciary is more than governance or regulations, it’s how we run our business and why we are so passionate about working with our clients every day.
When it comes to your money, your family, and your future, you deserve a true fiduciary to ensure your best interests always come first.