Ongoing Asset Management

AdaptFirst provides clients with ongoing asset management services. AdaptFirst helps clients open an account with a “custodian” (e.g. Charles Schwab) where their assets will be held.

Clients then assign AdaptFirst as the “manager” of their account, where we will make buying and selling decisions for the client based on the constant investment research of the firm.

This solution is ideal for clients who want continuous monitoring of their portfolios.

Clients also like this solution, because as the firm identifies new ideas, securities will be bought and sold in the portfolio to take advantage of the new opportunity.

Types of Accounts typically using this Service:

• Individual and Joint Taxable Accounts

• IRAs or other Qualified Tax Accounts

• Trust Accounts