Professional designations help us serve you
It takes the deepest commitment to go above and beyond the intense daily requirements of managing clients’ financial affairs. We show our dedication by investing significant time supplementing and specializing our knowledge in key wealth management areas – expanding upon our knowledge for the benefit of our clientele. Our team has earned the following professional credentials and designations.
Chartered Financial Analyst – CFA
A Chartered Financial Analyst is one of the world’s most respected and recognized investment designations. Successful candidates take an average of four years to earn their CFA charter. He or she has the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.
Members of CFA Institute, including charterholders and candidates for the CFA designation, must act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
Certified Investment Management Analyst – CIMA®
CIMA® professionals have met extensive experience and ethical requirements, in addition to successfully completed advanced investment management consulting coursework through the Wharton School, University of Pennsylvania and the University of Chicago Booth School of Business.
Applying state-of-the-art investment theory, CIMA® professionals provide objective investment advice and guidance to individuals and institutions. They integrate a complex body of investment knowledge systematically and ethically to help clients make prudent investment decisions. Ongoing continuing education requirements must be met, and they must also adhere to IMCA’s Code of Professional Responsibility and Standards of Practice.
But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and perhaps, most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex they may be.