America First Investment Advisors LLC

America First Investment Advisors manages investment portfolios for individual investors and institutional clients on a discretionary basis, meaning the firm makes buying and selling decisions for client accounts based on their specific needs and goals. Most client portfolios are invested in individual stocks, fixed-income investments, money-market funds, and exchange-traded funds. When requested, America First Investment Advisors also provides financial planning advice to help clients navigate retirement and other major life events. The firm employs a value-oriented investment philosophy, seeking well-managed companies with strong balance sheets and competitive advantages available at attractive prices. Portfolio managers review accounts at least quarterly and meet with clients periodically to ensure strategies remain aligned with their objectives. America First Investment Advisors does not sell financial products other than its core advisory services and does not accept compensation on securities transactions.