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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 AnalystSMs (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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- Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
- What do you have in mind for your retirement? Smith Barney’s complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by 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.
