Brochures & Handouts

Brochures & Handouts

1st Global’s brochures and handouts help your firm nurture client relationships while educating and enlightening them in wealth management and portfolio strategies.


Client Engagement

Live Your Dream Brochure

The Client Engagement brochure promotes the benefits of working with a financial advisor affiliated with 1st Global and explains how our purpose, philosophy, people and processes are the basics behind clients’ customized tax-managed financial solutions. There’s also space for you to add a personalized firm profile, which can include information specific to your firm as well as a statement of your commitment to comprehensive wealth management.


IMS Program Sheets 1st Global IMS Program Sheets

1st Global Investment Management Solutions (IMS) Program Sheets are available for IMS Portfolio Choice, IMS Flex Choice and IMS Unified Choice and include a clear, concise overview and definition of the program, as well as unique features, advantages and trade-offs, flexibility and portfolio size options.




IMS Select Portfolio 1st Global IMS Select Portfolios Strategy Sheets

1st Global Investment Management Solutions (IMS) Select Portfolios Strategy Sheets are available for managed, passive, blended, fundamental, fundamental blend and core/satellite strategies. They each describe what 1st Global IMS Select Portfolios offer clients with different appetites for volatility, while diversifying across seven asset classes and incorporating automatic rebalancing, tax efficiency and a long-term performance perspective, and follow with strategy specific features, benefits, and portfolio size options.


Advisor GuideAdvisor Guides

Advisor Guides are concise, educational guides on all IMS programs and all IMS Select Portfolios strategies to provide snapshots, easy navigation through the different solutions for their clients, understanding of the distinct features, usage and considerations.

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