First Choice Financial Services LLC

Overview

First Choice Financial Services LLC is organized as a limited liability company and operates as an institutional registered investment adviser that describes itself as a capital allocator. The firm’s stated advisory activity centers on the selection of other advisers, indicating a model that relies on third-party managers or sub-advisors rather than primarily running proprietary in-house strategies. Fee arrangements include fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser, pension consultant, or related adviser. An insurance company affiliation is noted.

Assets & Accounts

Investments & Alternatives