Locations | Check us out on BrokerCheck
  • 1001 Scurry Street
    Big Spring, TX 79720
    (432) 264-0008
  • 310 Main Street
    Canadian, TX 79014
    (806) 323-5338
  • 601 Main Street
    Lubbock, TX 79401
    (806) 744-2689
  • 3194 Executive Dr.
    San Angelo, TX 76904
    (325) 944-2536

What is your investment policy?

Diversification through multi-asset class investing. This philosophy has been thoroughly researched by our broker dealer, 1st Global Capital Corp. We agree with and believe this philosophy to be prudent and successful. 1st Global’s investment philosophy is based on the principle of diversification. Diversification is a portfolio strategy designed to reduce exposure to risk by combining a variety of investments, such as stocks, bonds, real estate, and alternative investments like commodities that are unlikely to all generate parallel returns at the same time.

1st Global has selected six core asset classes to populate its model portfolios: U.S. small capitalization equity, U.S. large capitalization equity, international equity, fixed income, real estate and alternative investments. 1st Global’s model portfolios, composed of various blends of these six asset classes, are the embodiment of the 1st Global philosophy of diversification through disciplined asset allocation. Diversification of your overall portfolio does not assure a profit or protect against a loss in declining markets.