Client First Investment Management LLC
Client First Investment Management LLC is a registered investment adviser based in West Bend, Wisconsin. Founded in 2016, the firm provides investment management and advisory services to individuals (including high net worth individuals) and a small number of institutional and charitable clients. With approximately 14 employees, the firm focuses on comprehensive financial planning that spans investments, taxes, insurance, and estate planning for its clients in the United States.
Investment Strategy
Client First Investment Management LLC primarily offers discretionary portfolio management for individuals and select institutions. Their strategy centers on customized investment solutions, leveraging a blend of equities (including ETFs and individual securities), with a notable focus on actively managed and tactical ETF portfolios. The firm demonstrates relatively high portfolio turnover and responsiveness to market dynamics, as evidenced by frequent adjustments to sector allocations and holdings each quarter. Investment philosophy emphasizes a coordinated approach across financial planning disciplines, including tax efficiency and risk management.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADPV | SERIES PORTFOLIOS TR | 49.23% | $96.5M | 2,272,346 | $26.93 | $42.47 | +$15.2M |
B BOXX | EA SERIES TRUST | 9.54% | $18.7M | 164,213 | $110.80 | $113.86 | -$8.1M |
U USD | PROSHARES TR | 5.64% | $11.0M | 111,583 | $74.00 | $99.02 | +$2.4M |
S SSO | PROSHARES TR | 5.20% | $10.2M | 90,995 | $97.72 | $112.13 | -$3.8M |
N NUGT | DIREXION SHS ETF TR | 3.94% | $7.7M | 49,980 | $154.44 | $154.44 | +$7.7M |