Let’s face it—quality financial services such as consultation or mentoring may be pricey, but it’s what pushes startups and established businesses to great heights of success. Simply put, it’s worth every cent. Well-known advisors like Brian Gaister, CPWA®, CIMA®, Pennington Partners & Co owner, know this.
Why do you need to only trust advisors with certifications?
To help you understand from a wider perspective, here’s a little background about Investment Management:
From institutions to private investors, Investment Management is a factor that everyone wishes to be simplified. It often gets confused with Assets Management. The latter is a term for managing a collection of specific types of investments, while the former is a term for managing generic funds of institutions, companies, and private investors.
If you’re new to investing, you may get overwhelmed with the jargons or terms. But investment management services can be really just narrowed to these: financial statement analysis, stock selection, asset selection, implementation of plans, and tracking of investment. All of them are overseen by an investment company or advisor to ensure that the investor’s goal will be fully achieved.
Professionals who studied and went under licensing and certifying are often called investment advisors. Notable advisors such as Brian Gaister, CPWA®, CIMA®, Pennington Partners & Co, own a multi-family office and specialize in handling affluent family businesses.
Investment Management Today
In the earlier part of this year, the Wall Street Journal predicted that three investment management trends will dominate the market when the rest of the year unfolds. These are customer choice shifting, technology developments, and regulatory changes.
Customer choice shifting can be traced back to demand optimized customer experience and genuine, personalized advice. They are also spending their time on passive and active investments simultaneously. Millennials are also causing ripples as an older group is at their peak of earning years, where they start looking into investment.
With a sea of investment firms that offer different types of services for both private and institutional investors, it can be confusing. It’s only logical to seek professional advice from an experienced advisor who possesses certification and underwent a series of training.
Financial Advisors—why is it important that you hire the “overqualified”?
They say that if you understand things deeply, then you can explain them simply. This is what customers are demanding for, especially those who are just starting. Quality financial consulting and mentoring are personalized, concise, and substantial. By saying “overqualified”, it means those best investment advisors are those who are packed with credentials they received from leading and globally-recognized financial bodies.
Certified Investment Management Analyst (CIMA)
If you’re looking for financial consulting from an advanced investment advisor, then you should ensure that they’re Certified Investment Management Analysts (CIMA). A CIMA certification is a proof that an investment advisor is knowledgeable about quality long-term planning in investment management. It’s also the only credential designed by Investment Management Consultants Association (IMCA) for advanced financial consultants like Brian Gaister CIMA®.
Certified Private Wealth Advisor (CPWA)
Multi-family office owner Brian Gaister, CPWA®, is a Certified Private Wealth Advisor. It means he is qualified to assist affluent families and high-net-worth individuals with their complex financial needs. The CPWA certification is designed by IMCA specifically for wealth managers like Brian Gaister, CPWA®, CIMA®, Pennington Partners & Co owner, to help successful clients manage and sustain the life cycles of their wealth. CPWAs can strategize on how to manage taxes, optimize growth, and secure assets on behalf of these families.
Investment Management may sound intimidating, but with the help of a talented and professional investment advisor, you can manage your assets and even monetize them. Just look for advisors who are certified by well-known and internationally-recognized financial bodies such as IMCA. See more at http://www.prweb.com/releases/2017/05/prweb14375603.htm