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1st Global To Release Ground-Breaking Enhancements To Its Investment Management Solutions Platform DALLAS - June 30, 2008 - On July 1, 1st Global will release several significant enhancements to its Investment Management Solutions (IMS) fee-based platform for advisors. These cutting-edge changes are based on 1st Global's Unified Portfolio TheoryT (UPT) framework that was unveiled last year and presented in detail at our Investment Planning Symposiums in January and May. 1st Global's IMS program provides its advisors' clients with an orderly, disciplined approach to the investment process. IMS offers a personalized program for investing with all the elements advisors and their clients need to help preserve and grow wealth, while managing for acceptable levels of risk. For investors seeking greater control of their future, 1st Global's IMS platform now offers access to a series of customized principal-protected notes. Furthermore, investors seeking greater diversification may now utilize hedge fund strategies on the IMS platform. Both of these significant enhancements are fully integrated into 1st Global's Unified Managed Account solution, IMS Unified Choice. 1st Global is also introducing two new IMS Select Portfolio offerings, IMS Select Core/Satellite Portfolios and IMS Select Fundamental Index Portfolios. The IMS Select Core/Satellite Portfolios separate alpha and beta into two distinct allocations, while the IMS Select Fundamental Index Portfolios offer investors the ability to implement their beliefs about the efficiency of markets. According to 1st Global CEO Tony Batman, "The combination of our Unified Portfolio TheoryT and IMS further enhances a powerful platform for wealth management firms to deliver very unique solutions accommodating the latest in investment innovations. These enhancements enable advisors to meet the increasing demands of their most sophisticated, high net worth clients." 1st Global continues to create new capabilities to enable advisors to be leaders in the investment management industry while providing their clients with personalized solutions to help them keep the important promises they make.
Important Disclosure: This is not an offer to sell or a solicitation of an offer to buy securities. An offering of such interest will be made solely by confidential private placement memorandum made available at the time an offering is in progress and offers are addressed only to investors qualified and eligible to invest. Investing in hedge funds and principal-protected notes involve risks. These risks will be addressed by your financial advisor.
About 1st Global 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 600 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions. 1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas,(214) 265-1201. Additional information about 1st Global is available via the Internet at www.1stGlobal.com. 
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC |
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