How You & Your Advisor Work Together

Your life's journey. Your unique goals. Our committment to getting you there.

Life is filled with many stages and major events, both expected and unpredictable. We believe that creating a well-defined financial plan around those investment goals important to you will allow you to enjoy the journey, no matter what comes your way. That is why your advisor incorporates a five-step process to help you discover your long term investment goals and keep you on track to meet them.

Fee-Based Advisory Solutions

Disciplined investment process. Flexible platform. Robust programs.

Investment Management Solutions (IMS) from 1st Global is a fee-based advisory platform that provides you access to multiple advisory programs supported by well-defined investment beliefs, intellectual rigor, research and asset allocation models developed by 1st Global’s Investment Management Research Group and its accomplished strategic advisors. Through IMS, you have access to more than 5,000 mutual funds, exchange-traded funds and a selection of professional money managers.

Whether your are focused on accumulating wealth or preserving it, the investment flexibility and options of the IMS platform allows you to work toward your financial goals and honor the important promises you’ve made to your loved ones.

Our Promise to You

The goal of IMS is simple: to ethically serve you better and more completely, helping you honor the important promises you’ve made to yourself and to your loved ones. With investment flexibility and options, IMS is the solution that allows you to be in control. Whether you are focused on accumulating wealth or preserving it, the IMS platform has a solution for you.

Through IMS

  • You and your advisor can create your own customized portfolio.
  • You have the flexibility to choose between passive, managed or blended strategies.
  • You have the ability to hold mutual funds, exchange traded funds and individual securities based on the platform you select.
  • You can choose from 55 different portfolios managed by 1st Global.
  • Your account will experience systematic rebalancing.
  • You pay a quarterly investment fee based on your account value. You and your advisor can focus on objective fund choices with transparent fees.
Laptop with financial charts being displayed

IMS: Investing Your Way

In every stage of life, flexibility and choice are paramount. These benefits are equally vital to investing, which is why we’ve designed our Investment Management Solutions platform, IMS, to deliver diverse and highly-flexible investment options. Through IMS, today’s investors benefit from access to an extensive array of purposely designed portfolio options, a disciplined approach and professional investment management. Each investment option offers a different level of flexibility and functionality so that you can choose precisely how you prefer to reach your personal financial goals. Built around your unique objectives, time horizon and tolerance for market volatility, these personalized investment programs equip you to honor the most important promises made to yourself and your loved ones.

Asset Allocation Models

Investment Options Chart

Ask Us How to Get Started with Your Personalized Investment Program

The goal of IMS is simple: to ethically serve you better and more completely, helping you honor the important promises you’ve made to yourself and to your loved ones. With investment flexibility and options, IMS is the solution that allows you to be in control. Whether you are focused on accumulating wealth or preserving it, the IMS platform has a solution for you.Investing in fixed-income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall.

The equity securities of small companies may not be traded as often as equity securities of large companies, so they may be difficult or impossible to sell.

International investing presents certain risks not associated with investing solely in the United States, such as currency, custodial, political and transparency risk.

Investing in emerging markets involves greater risk than investing in more established markets due to exchange rate changes, political and economic upheaval, and low market liquidity.

Investing in commodities may involve greater volatility and is not suitable for all investors.

Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. Neither asset allocation nor diversification assures a profit or protects against a loss in declining markets.

No investment strategy can guarantee success. It is possible to lose some or all of your investment.

Next step:

For further information, please contact Porte Brown Wealth Management at achidalek@pbwealth.net or call us at (847) 357-9995.

Providing Financial Peace of Mind for Goal Oriented Clients™

Call Us