fIRST cLASS cAPITAL

Wealth Management & Investment Advisory services

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.
DISCLAIMER: The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of the states registered, or with residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association(NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including First Class Capital, LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
First Class capital
Wealth & Investment Management
Copyright © All rights reserved By Tony Castelluccio Est in 2014 .