Focus on Next Generation Clients, Advisors, and Technology 2017 | Investments & Wealth Institute | 5 June 2017 | San Francisco, CA, US

You are here
Home » About IMCA
About IMCA

Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world.

IMCA is proud to serve more than 11,000 members and certificants in 37 countries worldwide, including 7,403 CIMA certificants and 1,184 CPWA professionals, as of November 30, 2016. Each member must subscribe to and each designee must adhere to IMCA’s Code of Professional Responsibility. In addition, IMCA’s Standards of Practice and Performance Reporting Standards provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients.

John Anderson
SEI Advisor Network

Anthony Davidow, CIMA®
The Schwab Center for Financial Research

Alexandra Douwes
Purpose Generation

Brian Gaister, CPWA®, CIMA®
Pennington Partners & Co

Raef Lee
SEI Advisor Network

Julie Littlechild, MBA
AbsoluteEngagement.com

Noel Pacarro Brown, CIMA®, CPWA®
The Pacarro Group at Morgan Stanley

Heather Pelant
Baker Street Advisors

Brian Sharpes, CIMA®
UBS Institutional Consulting

NATIONWIDE

PIONEER

RUSELL INVESTMENT

AMERITRADE

RAYMOND JAMES

WELLS FARGO

FIDELITY

NASDAQ

SMEAD