CIBS spotlight member - Mitchell Goldberg

Anyone can ask "what's in a name," but one person will tell you everything. That person is Mitchell Goldberg, and when he opened his own investment firm, he picked a name that truly expresses his commitment to his clientele: ClientFirst Strategy, Inc. The belief that his client's interests must always be ahead of his own is the message he continually reinforces in his actions and words. His most important tool is his ability to listen carefully to his clients; mainly their concerns and goals. Investment strategies are personalized and always monitored for necessary adjustments. He feels that every client is different and changes to one's investments and/or financial strategy are based on external events like the economy and on client's internal events; like health issues, employment changes, birth of a child, and other important personal matters. Recommendations are unbiased and run the gamut from mutual funds to individual equities and fixed income issues. Occasionally, new recommendations arise from opportunities based on new technologies, new government interventions, and when fear takes over the financial markets. Since a good many of his clients are in commercial real estate-related businesses, he has made it a point to truly understand the mindset of the overall industry, especially in Long Island. This industry has been kind to him and he gives back by helping industry participants evaluate their 401(k) holdings and other financial matters, even if they're not a client. "I've worked directly with clients for 20 years and I look forward to growing my firm over the next 20 years by sticking to the same principle - by creating investment strategies that put my clients first."