Welcome to CM First Capital:
Personal Guidance for Your Unique Financial Journey!
CM First Capital Corp is an independent advisory firm that offers financial planning and discretionary portfolio management services. Our relatively small size means we can provide a highly personal experience for your unique financial goals. We will connect with you to determine your investment objectives, gauge risk tolerance, and gather other relevant information (the "suitability information") to devise an individualized investment strategy. Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis, and will re-balance as required by changes in market conditions and as needed based on your individual financial circumstances.
Our Services
Personalized Financial Planning
Complementary 1:1 Consultation w/ 24/7 Support
Tailored guidance to align investments with individual goals and risk tolerance, incorporating comprehensive analysis of financial circumstances.
Discretionary Portfolio Management
Competitive Fee-Based Service
Professional management of investment portfolios, allowing clients to delegate decision-making and benefit from expert oversight.
Welcome to our investment world!
Connecting with you through our stories is what truly inspires us. The way we guide you in the world of investments can make all the difference.
Welcome to CM First Capital Corp
Excited to learn more about how we can work together? Leave us a message with your details and we'll get back to you as soon as possible. We are thrilled to connect with you!
SEC Disclosures
Check out our Investment Adviser Public Disclosure using the following link: https://adviserinfo.sec.gov/firm/summary/128617
You can find more information on our President and Senior Wealth Manager - Craig S. Frolich - on Broker Check using the following link: https://brokercheck.finra.org/individual/summary/714276