Primary Research

Service excellence and consulting, powered by intensive primary research, are the pillars that define 1st Global.


No organization can be an effective business consultant to other business partners and to individual clients without a commitment to intellectually rigorous primary research and educated selection of secondary research. 1st Global stands apart from other CPA wealth management service providers as a dedicated research company, consistently publishing whitepapers and other scholarly pieces and much more.

1st Global’s research is supported and illuminated by some of the greatest minds of the last century. Among the members of 1st Global’s advisory board are Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory and Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve.

As advisors and consultants to the 1st Global Investment and Executive Committees, these advisors help 1st Global formulate knowledge capital, create proprietary research on portfolio analysis, economics and CPA firm succession.

All of the research that 1st Global originates is shared with affiliate CPA wealth management firms and, when appropriate, with its firms’ clients. This is another reason why 1st Global believes its affiliate multi-partner CPA firms and financial advisors are some of the most informed and well-educated trusted advisors in the country.


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1st Global’s research is illuminated by some of the greatest minds of the last century.


The 1st Global Advisory Board comprises Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory; and Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve.

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7 Reasons CPAs Should Partner with 1st Global

You and your firm offer exceptional professional services to your clients. If you are committed to serving even more clients — and serving them better than ever — 1st Global can help.

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