Investment Management

Investment management at your service.

At First Choice Financial Services, LLC, our main objective is helping you accomplish your evolving investment aspirations and goals in today’s complex investment marketplace. The recommendations you receive are tailored to you and factor your risk tolerance, desired returns, time frame, and income specifications.

The benefit of asset maximization

Asset allocation is a management process that combines various asset classes (stocks, bonds, mutual funds, and more) into a portfolio. Asset maximization is a related strategy that layers in additional considerations, including lifetime after-tax income and the tax implications of generational wealth.  Our confidence in this process, combined with our objective-driven management, make us a fit for those investing for retirement income. We’re also adept at focusing your assets to create a source of retirement income with moderate volatility and appropriate growth goals.

Asset maximization with a fiduciary

Advisors who are fiduciaries have an obligation to utilize products that are in your best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Using a disciplined investment philosophy and rigorous risk management, we focus on creating a portfolio to meet your individual goals.

Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.

Strategic Alliances

First Choice Financial Services, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over twenty proprietary portfolios. The portfolios are managed by their Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analysis, Mariann Montagne, CFA.

These three experienced industry professionals now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. And, Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger, and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and have many other national publications.

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.

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This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.  A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.