Your Success is the Fundamental Measure of Ours

Building a Legacy of Trust

In 1991, a group of financial professionals saw an opportunity—not just to offer investment products, but to build something greater: a firm dedicated to serving financial professionals and their clients with integrity, innovation, and trust. From that vision, First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. (collectively “First Trust”) were born.

For over 30 years, we have built a reputation as a leading privately held financial services provider, delivering investment solutions that stand the test of time. Rooted in disciplined portfolio management that draws on deep market expertise, we have continually evolved to meet the changing needs of the financial institutions and family offices we serve while maintaining our independence and client-first approach.

As the financial landscape has grown more complex, we have expanded our offerings beyond traditional asset classes to provide exclusive access to private market investments and co-investment opportunities, backed by institutional-grade private market research. Today, we empower families, business owners, and financial professionals to invest in private markets with confidence.

Our evolution reflects our commitment to high-touch service, preserving the values that have defined us for over three decades while embracing new opportunities for growth. Because at First Trust, investing is more than just numbers—it’s about people, their goals, and the trust that drives them forward.