WE ARE MORE THAN ADVISOR FRIENDLY. WE ARE ADVISOR DIRECTED.
Capital First Trust Company delivers high quality service in the administration of Advisor Directed Trusts. We understand and respect the hard earned, time tested, and trusted relationships financial advisors enjoy with their clients. As the administrative trustee of an Advisor Directed Trust, Capital First enables financial advisors to continue the serve their clients through all life's stages from wealth accumulation to retirement and finally wealth distribution. Our services are designed to accommodate an open architecture investment structure where the financial advisor's ability to meet their clients specific needs without oversight or investment restrictions placed by the trustee. In short, the assets stay where they belong...with the trusted financial advisor who knows and understands their client.