Why Choose a CFA® Charterholder to Manage Your Wealth?
Think about it. You would never work with a doctor who did not have the proven intellectual capability to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand the thoughts and feelings which could affect you during your treatment. Why should managing your wealth be any different than managing your health? Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs.
See the Difference a CFA Charterholder Can Make for You
Demand the best for your portfolio. Ask a CFA charterholder to manage it.
Why Hire a CFA Charterholder to Manage Your Wealth?Read more (PDF)
The Value of Premium Wealth Management
Selecting a qualified wealth adviser is as important as choosing a qualified medical professional.
The Value of Premium Wealth ManagementRead the full report (PDF)
The Value of Premium Wealth Management InfographicView the infographic (PDF)
Find a CFA Charterholder
Our directory can help you verify an individual’s CFA charterholder status, find a member's contact information, or locate a financial adviser.