fIRST cLASS cAPITAL
Wealth Management & Investment Advisory serices
First Class Capital
First Class Capital is a Registered Investment Advisory firm Located in the Kansas City Missouri Area.
We offer an Individually Tailored Investment & Wealth Management Plans & Service to individaully custom fit each unique clients situations needs and goals.
First Class Capital is a Fiduciary Adivsor, putting clients goals as a priority before anything else.
Mission: First Class Capital's mission is simple. Our goal is to provide our clients the Best Possible Investment & Wealth Management Service to Successfully Achieve their Financial Goals, based on their unique personal financial situation and objectives.
First Class Services
Comprehensive
Wealth & Investment Management
Creating & Managing a Financial Plan which holistically takes into account each client's entire Financial world.
Our investment approach and customer service set us apart from other advisors. Our portfolios are built to tailor each client's needs and objectives.
Each Portfolio is uniquely structured to mitigate risk while being able to capitalize the optimal Return on Investment.
Brokerage Investment Accounts:
Cash & Investment Management
Stocks, Bonds, ETFs, Options(puts&Calls)
perferred shares, warrants, convertable shares
Retirement Planning:
Traditional IRA
Roth IRA
Company Retirement plans (401k, Simple, SEP, etc) Setup, Rollover& Manaement
Tax Planning:
making sure clients are Utilizing available Tax Savvy avenues and investment options
Alternative Investment options:
Real Estate
Hedge Funds(private placements)
Private Equity
Annuity
Insurance options
What Sets First Class Capital Apart
Investment Management & Portfolio Construction
Unlike other Adivsors who have a set it and forget it approach, we actively monitor & manage our portfolios
Consistantly pivoting with the market and rebalancing our portfolios to best achieve our clients goals
We pride ourselves with First Class Investment Management. We truly believe that how we construct our portfolios is what sets us apart from the rest. Helping to protect against risk while still targeting maximizing return.
*For more indepth view of how portfolios are consturcted under the 'investment philosphy tab'
Investment Options
Unlike other Adviors using standard Mutual Funds, Target Date Funds, Balanced Funds or expensive insurance products, we go the extra mile.
When constructing a portfolio we have a universe of Investment options.
We build the portfolios making sure each asset not only fits the clients goals, but also complements the other assets in the clients 'personal financial life' and the overall portfolio.
Stocks Bonds ETFs
Preferred shares
Warrants
Options(Calls/Puts)
Real Estate
No other Advisory Firm offers 'ownership in direct real estate'. We understand the immence value 'Residential Real Estate' can offer, so we have partnered with a company to give investors the ability to buy 'shares in residential real estate'.
*more information on this under 'Investment-Unique Investments tab'
FEes
NO Commisions
Unlike Other Adivsors, we do NOT sell High commision products like loaded Mutual Funds or Expensive Insurance & Annutity Products that are costly and can lock up the clients assets for a significant time. We believe these products are over sold and far from optimal
- NO Commisions NO Lock UP/Exit Fees
- NO Consultation Fees
- We offer 2 Fee structure Options:
- For most clients: A standard % of Assets managed For Select qualified & aligned Clients: we also offer:
- "PERFORMANCE FEE STRUCTURE" This is how First Class Capitals orginated, having clients pay Nothing unless we make them money. First Class Capital's Investment management team's assets are directly invested along side the clients investments, giving us 'skin in the game'. We believe this is how true Investment management should opperate, where Investment managers incentives are aligned to best serve and perform for the client, and receive NOTHING if the clients doesn't make money.