Client First Advisors, LLC provides advice and investment management to individuals, families and businesses. We design liquid portfolios to meet individual goals and needs. We invest both domestically and internationally for taxable and tax free accounts.
Douglas Coppola is the Managing Principal of Client Fist Advisors,LLC with 35 years in the Investment businees. He has worked in Zurich for Goldman Sachs AG, in London for Mogan Stanley International and in New York City for The First Boston Corporation. Since 1990 he has managed and advised both individual and institutional equity and fixed income portfolios.
Our 35 years of International investing experince allows us to tailor your potfolio to your specific needs while taking advantage of global investment opportunities. Even a US centric portfolio is subject to international economic shifts. We focus on capital preservation in difficult times and capital enhancement when the environment is favorable.
Our main objective is to help our clients create and manage their wealth using our skills, knowledge, and extensive experience. Together with our clients we select the most appropriate mix of products to help achieve and maintain their specific financial goals.
moreHaving choices is important in investing. We believe investors’ plans should change as their lifestyles and needs do. We can offer an extensive array of investment alternatives and services.
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