FIRSTMETRIC

Overview

Firstmetric is a boutique independent registered investment adviser focused on high-net-worth individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, operating on a fixed-fee model rather than a percentage-based AUM schedule. Since its SEC registration in 2019 and under individual ownership, Firstmetric has concentrated its allocation work on pooled public funds—chiefly mutual funds—rather than acting as a direct capital allocator into private managers. The firm does not market itself as an ESG-focused adviser, is not a multi-state adviser, and does not perform pension consulting or operate as a related adviser. Investment activity centers on model-driven portfolios and separately managed account (SMA) vehicles that are built from public fund exposures. With a small client base, Firstmetric appears to prioritize personalized planning and discretionary management for each household relationship rather than broad institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices