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Whether you are a sophisticated trustee or a high net worth investor, the demands of the financial markets heighten the need for the objectivity, experience and expert evaluation of an investment management consultant. Only a small percentage of Financial Advisors are Certified Investment Management Analysts (CIMA®). To earn certification, each Financial Advisor must undergo extensive training and pass a rigorous exam. Such consultants can assist you to establish realistic objectives, evaluate compatible investment philosophies and pursue the appropriate investment strategy. To work with a professional who has earned the certification that represents experience and knowledge in investment management consulting, please contact us.
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Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
