Welcome to FirstOption Financial Advisory Co.
We help you invest for financial goals and assist with tax planning, estate planning and insurance coverage.
Our Services
Portfolio Management
Customized portfolio design to address liquidity needs
Well-managed asset allocation and rebalancing
Detailed financial analysis and comprehensive performance report
Risk Management
Credit risk measurement and management
Operational risk measurement and management
Market and liquidity risk assessment
Insurance risk assessment
Investment Research
Private Equity Research and specific data room
Comparative Financial performance analysis
Financing & M&A transactions
Market perspectives and reports on strategic investment topics