1st Global Adds New Turnkey Investment Portfolio to Advisory Platform

DALLAS — Sept. 28, 2017 — 1st Global, an independent wealth management partner to exceptional CPA firms, is pleased to announce its latest addition to the Investment Management Solutions (IMS) platform: the IMS Select Portfolios — Income strategy. The new strategy is designed to provide a sustainable income stream through a well-diversified, multi-asset class portfolio. These portfolios will use both exchange-traded funds (ETFs) and active mutual funds.

“Despite a recent slight rise, interest rates remain at historically low levels, and investors have had only limited opportunities to generate consistent income,” Senior Portfolio Manager Martin Landry CFA, CFP®, CIMA® said. “We recognized that many of our affiliate financial advisors were seeking options to generate sustainable income for clients, and we created a turnkey solution to address that need.”

The primary objective for this strategy is income production with capital appreciation as a secondary consideration. The use of mutual funds and ETFs stems from the belief that certain areas of the market are more favorable for actively managed mutual funds due to the level of inefficiencies within those specific market segments. In areas in which efficiencies are higher, an actively managed mutual fund has less ability to add value; therefore, ETFs are used to represent those market segments. 

The new turnkey portfolio is the latest in what has been an exciting year for IMS, 1st Global’s fee-based advisory program. The company opened IMS Prime, a simple, clear and transparent investment program for accounts with balances of $5,000 or more, in early January and saw record inflows of new assets during the first quarter of 2017. In addition, 1st Global enhanced the platform’s back-end technology and front-end advisor experience by partnering with Envestnet as a part of the company’s Enterprise Empowerment Initiative

“We’re continually seeking ways to best position our financial advisors to succeed,” 1st Global Assistant Vice President of Wealth Platforms Holly Peritz said. “Expanding our fee-based platform and programs provides advisors with more flexibility, independence and freedom of choice to serve the needs of their clients.”

For more information on 1st Global, visit the company’s website at www.1stGlobal.com

About 1st Global 

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

Securities are offered through 1st Global Capital Corp., which is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.

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