First Matching provides professional and comprehensive financial planning and management services

About us
 

 

 First Matching began serving clients in the life and health insurance business in 1984. The need for a comprehensive approach to the financial needs of our clients has led to the expansion of our services to include personal financial planning, small businesses and businesses. executives in American companies.

The company is headquartered in the heart of downtown ............  First Matching's team of experts works with community development caisses populaires and non-profit organizations. municipalities, parastatals and individuals to help them achieve their financial goals. We offer fiduciary, portfolio management and investment advisory services focused on social and sustainable responsibility.

The History

 First Matching  (FM) began serving clients in the life and health insurance business in 1984. The need for a comprehensive approach to our clients' financial needs led to the expansion of our services to include financial planning. individuals, small businesses and businesses. executives in American companies.

Our clients' needs began to shift from a transaction-based service model to a registered investment advisor model in 1992. 
Clients were more aware of where they wanted their investment funds to be oriented. representative of their concerns. 
As a registered investment advisor, FM has enabled clients to develop customized investment portfolios to include sustainable and socially responsible investments. 
The selected investments for tobacco, alcohol and / or defense stocks were chosen by clients to be omitted from their portfolios.

In 2007, the GIC issued a statement regarding fiduciary standards and the responsibility of investment managers, investment advisors and investment managers, and Cathy, the founder, became an accredited investment fiduciary advisor (REGAFI). 

It is important that FM has become a company that puts the interests of its customers above all else. 
In addition, FM makes every effort to ensure the transparency of product costs, transaction costs, capital costs and management fees.

FM works with community development caisses populaires, non-profit organizations, municipalities, parastatals, and individuals to help them achieve their financial goals. 
We offer fiduciary, portfolio management and investment advisory services focused on social and sustainable responsibility.

As a result of FM's work with trustees and people living and working in their territories, expansion in areas such as providing advice and consultation in the development of social development goals for organizations to have impact on their communities and their financial markets.

Working with local and local decision-makers has led FM to its current public banking work that began in the cities of Oakland, Berkeley and Richmond, as well as in Alameda County. In 2017, the first multi-jurisdictional collaboration seeking an interest in the feasibility of a public bank for their communities.

Open an account for free now, or leave your details, you will be contacted within 24 hours.

An advisor will assist you in the creation of the account and will provide you with details if necessary.

Copyright @ 2019  First-Matching Management

+33 (0)9 73 03 74 93