"Strategy First has been managing our family's personal finances for over 10 years. Throughout this time, they have been reliable, approachable, and highly professional. Their investment philosophy prioritizes achieving agreed long-term objectives instead of short-term "whims". As a result, their investment results are consistent and predictable, and they have consistently outperformed the market or other indexes. During unforeseen market or business changes, Strategy First has been insightful, reassuring, and confident.
As a result, I leave them to manage the money I earn, and they leave me to earn the money they invest. A great partnership I believe.”
- Jonathan (client since 2012)
