First Foundation Advisors
First Foundation Advisors is a registered investment adviser headquartered in Irvine, California, serving clients since its founding in 1990. The firm focuses on providing investment management, wealth planning, and financial advisory services to high-net-worth individuals, families, and institutions. With approximately 62 employees, First Foundation Advisors operates as a part of the wider First Foundation Inc. group, leveraging a team of experienced professionals to deliver customized solutions.
Investment Strategy
First Foundation Advisors employs a client-centric investment approach focused on long-term growth, asset allocation, and risk management. The firm emphasizes constructing diversified portfolios with tailored equity, fixed income, and alternative asset components, based on in-depth research, market analysis, and the unique financial goals of each client. Their philosophy prioritizes value, disciplined process, and transparency in investment decisions, with an aim to preserve capital and enhance returns over varying market cycles.
Top Holdings
Equity Positions (328)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 18.85% | $508.8M | 1,022,931 | $46.72 | $497.41 | +$122.6M |
I IVV | ISHARES TR | 6.84% | $184.5M | 297,084 | $466.21 | $620.90 | +$20.1M |
G GOOG | ALPHABET INC | 3.19% | $86.2M | 485,989 | $47.70 | $177.39 | +$6.8M |
I IEFA | ISHARES TR | 3.14% | $84.8M | 1,015,223 | $64.05 | $83.48 | +$9.6M |
M MOAT | VANECK ETF TRUST | 3.05% | $82.2M | 876,292 | $77.64 | $93.79 | -$11.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | — | Call | $529.8K | 60 | $485.77 | $532.58 | 0 | -$274.9K |