1-888-405-4332
Investment Management

First Foundation Funds

Scroll Down

Fund Literature, Forms, and Other Shareholder Materials

Fixed Income Fund

Fact Sheet
First Foundation Fixed Income Fund Summary Prospectus
First Foundation Fixed Income Fund Annual Report
First Foundation Fixed Income Fund Semi-Annual Report
First Foundation Fixed Income Fund Quarterly Holdings
First Foundation Fixed Income Fund N-Port
First Foundation Fixed Income Fund  All SEC Filings

Total Return Fund

Fact Sheet
First Foundation Total Return Fund Summary Prospectus
First Foundation Total Return Fund Annual Report
First Foundation Total Return Fund Semi-Annual Report
First Foundation Total Return Fund Quarterly Holdings
First Foundation Total Return Fund N-Port
First Foundation Total Return Fund All SEC Filings

Note: First Foundation Advisors (FFA) serves as the Sub-Advisor to the Funds and Brookmont Capital Management serves as the Advisor.

First Foundation Funds’ mutual funds are distributed by SEI Investments Distribution Co., which is not affiliated with the Sub-Advisor, Advisor or any of its affiliates.

There is no guarantee the objectives will be achieved. Investing involves risk, including possible loss of principal.

Please consider the investment objectives, risks, charges and expenses of the First Foundation Funds carefully before investing. Full and summary prospectuses with this and other information about the Funds can be found on the Funds' pages. Please read the prospectus carefully before investing.

Find your Banker.

View all bankers and advisors

Let's talk... Please enter a Specialty and Location to view a banker/advisor near you.

Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY