Client First Investment Management LLC

Client First Investment Management LLC is a registered investment adviser based in West Bend, Wisconsin, established in December 2015. The firm offers consulting and investment management services to various clients and is owned by Rock Point Partners LLC. Client First provides discretionary portfolio management services through a wrap-fee program, aiming for capital growth in equity market uptrends and preservation in downtrends. Clients grant discretionary authority for account management, with fees based on a tiered schedule ranging from 1.5625% to 2.50% annually. Fees are payable quarterly and deducted directly from client accounts. The firm may combine family members' account values to determine applicable fees. Client assets under management total $184,382,938 as of December 31, 2024. Client First utilizes charting, technical, fundamental, and cyclical analysis for investment strategies, tailoring advice based on client needs and risk tolerance. The firm does not accept performance-based fees, and clients have access to a range of securities without a minimum investment requirement. Client First does not vote proxies for client accounts and maintains a Code of Ethics to uphold fiduciary duties. The firm's owners are also affiliated with other financial entities, providing insurance and tax services.