Services

America First Investment Advisors offers investment advisory services to individuals as well as institutions by managing equity, fixed-income and balanced portfolios. We offer money management with a customized plan for each client.

By retaining America First Investment Advisors, you gain a team of professionals whose focus is preserving and growing the wealth you created. Our team is made up of qualified investment professionals who have years of portfolio management experience and extensive research capabilities in both equity and fixed-income securities. We want to put our expertise to work for you.

We will assist you in realizing your investment goals by taking the time to understand your needs and develop a portfolio specifically tailored to those needs.

Our interests are aligned with yours – we do not earn commissions, but base our fee solely on the amount of assets that we manage for you. Therefore, growing your asset base is as important to us as it is to you. You can also be assured that our relationship will be based on integrity, confidentiality and trust.

We believe in focusing on our area of expertise – the management of your investment portfolio. We also have professional relationships with other experts who we can recommend to assist with legal and tax issues related to your overall financial plan.

Our goal is to be a partner with you in achieving your long-term financial goals. Therefore, we expect to meet with you regularly to review progress and get updates on changes in your personal situation.

Also, AFIA has been managing assets for institutions since 1992. Clients include colleges, pension plans, endowments and foundations. We manage equity, fixed-income and balanced portfolios for these institutions.

To learn more about our services for individuals or institutions, please contact us.

Affiliated with the Burlington Capital Group