First Foundation Advisors

AI, Mutual Funds, Fixed Income. "We take asset allocation to a new level. We strive to add significant value to our clients' portfolios by incorporating alternative investments where appropriate, in addition to the traditional allocation of stocks and bonds."19902140First Foundation Advisors is a fee-based, national consulting and wealth planning firm created to provide strategic planning, management and administration for wealth creators and their families, family businesses, and family and independent foundations. MF