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Terry McMullen, CPA, CFP, PFS
Welcome to 1st Securities Management.
(A Registered Investment Advisory Firm-CRD#135757)
The multitude of investment information available today has left most investors confused and frustrated.  Our approach to investing exposes why the Traditional Investing Methods of stock picking, market timing and past performance don’t work!  Our investment strategies are based on Nobel Prize winning asset allocation and global diversification designed to enable you to achieve your financial goals with the least amount of risk and volatility.  As a Financial Coach we educate investors about how markets work, guide them in adopting an investment philosophy, assist them in determining their appropriate individual tolerance for risk, design a customized asset allocation and globally diversified investment portfolio, and provide the life long emotional support and discipline investors need to achieve their long-term financial goals.  Together we’re a team…we’re in this for the long haul…and we’re in it to win…we recognize their may be short term set backs…we’re not deterred by that…we focus on the finish line.  We work for you…not a big brokerage firm. 

Simplify and Succeed!

If you’re looking for someone with the next “hot stock” or to predict the market top or bottom…we’re not for you.  Our scientific Nobel Prize winning asset allocations are based on noted academic scholars and independent research.  It’s not about trying to predict the future…no one can do that.   We have a better way!

We invite you to visit the various areas of our site to learn more about our investment concepts.  Don’t waste another day risking your family’s financial future.  Contact us for a FREE No Obligation Investment Consultation at (800) 449-6976.

FREE Investor Guide!



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