8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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At 1st Global, the cornerstone of our corporate philosophy is the belief in comprehensive wealth management, a holistic approach to financial services. Following this model, you do more for your clients by understanding how all the pieces of their financial puzzle fit and work together. 

This philosophy is symbolized by the Method 10™, which describes the ten key areas of wealth management that encompass comprehensive financial services.

To find out more on Method 10™ click here or on the image to the left .

As an independent advisor partnering with 1st Global, you have the freedom to choose the right solutions for your clients without pressure to promote or push proprietary products.

1st Global provides access to a large number of investment companies.  With this flexibility, you are able to offer your clients a full range of financial services, including:

Securities Brokerage Services

Insurance Services

Retirement Planning Services

Fee-based 401(k)

Fee-based Asset Management  [Close]

1st Global's Investment Management Solutions (IMS) program is designed to provide your clients with an orderly, disciplined approach to the investment process. IMS offers a personalized program for investing, with customized portfolios, access to world-class asset managers and consolidated account performance reporting-all the elements you and your clients need to help preserve and grow wealth while managing for acceptable levels of risk. Building on the foundation of the professional relationship between you and your client, IMS offers the added value of a disciplined investment program featuring:

  • A personal investment strategy built around your client's unique goals, time horizon and tolerance for market volatility
  • A written Investment Policy Statement that establishes guidelines on how your client's portfolio will be managed
  • Access to the resources and skills of prominent professional investment managers
  • Comprehensive, detailed quarterly performance reports
  • 1st Global's DALBAR award-winning service to support you

Fixed Income

Premier Provider Programs