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.