Our Philosophy

When your assets are at stake, discretion and reliability are a priority. At First Mutual, we work independently and are not influenced by any obligations to banks or other financial service providers. We help define your financial goals and develop a financial plan. Our decisions to invest your money are based on qualitative and return-oriented criteria - evaluating the impact of every decision on your specific goals. We have summarized the basis of our work here:

Our advisors and employees undergo regular training to maintain a high level of competence in their respective areas of expertise in order to achieve the industry's highest standards.

We act independently from banks and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual goals of the customer.

Personal Service and Support
Individualized service and support of our customers are of paramount importance at our firm. We offer custom-tailored financial solutions designed to meet your financial goals. Your objectives matter most.


First Mutual: Our Objective is Profits Foremost.

Our business is focused on providing tactical, structured financial transactions. However, at First Mutual we never deviate from our primary goal by which we live and work:

  • We believe in the power and potential of opportunity over the long term. We believe that equity is synonymous with opportunity. But we also believe that investors need to manage their risk exposure for safety and liquidity.
  • We believe in the importance of seeking an appropriate balance between addressing short-term needs and achieving long-term goals.
  • We believe in providing exceptional value, and we believe that it is the unique combination of superior products backed by exceptional client service.
  • We believe in trust, integrity, and discretion -- values that are easy to articulate but that require constant vigilance in practice.

Once you work with us, you'll see we don't just simply assert our dedication to these principles -- we strive to live up to the ideals they represent

Get to Know Us Personally

Ready to discuss the key components of your financial strategy? Give us a call at +1 858 488-8890.