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Institutional Advisory Services

USA First Financial works with Private Institutions and Non-Profits to work within or develop an investment policy statement, build customized investment strategies that match the investment policy, and create tailored portfolios to position the funds to reach their investment objectives.  


USA First Financials Institutional team will work with an organization's team with:


  • Investment Policy Development

  • Ongoing Portfolio Management

  • Tailored Portfolio Construction

  • Asset Allocation Modeling 

Private Client Services

USA First Financial works with Private Clients providing them with financial and wealth management strategies that are customized for their individual needs. 

Private Client Services include:

  • Building Customized Investment Portfolios

  • Trust and Estate Planning

  • Wealth Transfer Strategies

  • Asset Protection Strategies

  • Family Trust Advisory​​


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Privacy Policy
Retail Client Services​​

Our experienced advisors work with clients at any level of investment experience to provide them with the optimal solution for their investing needs, goals and desires.


Services for Retail Clients include:

Financial Consulting Services 

  • Financial Planning

  • Retirement Planning

  • College Education Planning

  • Budget Optimization and Cashflow 


Clients in our retail division have access to many self directed tools to assist them with research, determining risk tolerance, setting and achieving financial goals and asset allocation selection.

Equity & Inclusion in the Financial Services Industry

USA First Financial works specializes in providing top-tier Diversity, Equity, and Inclusion (DEI) consulting services tailored specifically for the dynamic landscape of the financial services industry. With a deep understanding of the unique challenges and opportunities within this sector, we are committed to helping organizations foster a culture of inclusivity that not only meets industry standards but also drives sustainable success.

Our approach is rooted in collaboration, education, and sustainable transformation. We work closely with financial institutions to develop customized DEI strategies that align with their business goals, ensuring that diversity is not just a box to check, but a catalyst for innovation and growth.

DEI Audits

Conducting comprehensive DEI audits to assess the current state of diversity and inclusion within your organization. This includes a thorough examination of policies, practices, and the overall organizational culture.

Training and Development

Crafting targeted training programs to equip your teams with the knowledge and skills necessary to navigate diverse work environments successfully. Our workshops cover topics such as unconscious bias, cultural competence, and inclusive leadership.

Recruitment & Retention Strategies

Collaborating with HR teams to create effective recruitment and retention strategies that attract diverse talent and promote an inclusive workplace culture.

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