CFA® CHARTERHOLDERS are the premier choice for wealth management.
ADVANCED INVESTMENT EXPERTISE
CFA CHARTERHOLDERS find actionable solutions to complex problems, unlocking investment opportunities that other advisers might not see
DEPTH OF FINANCIAL KNOWLEDGE
Honed by years of training, CFA CHARTERHOLDERS wield an extensive body of knowledge on investing and global financial markets
COMMITMENT TO CLIENTS
CFA CHARTERHOLDERS place clients’ interests above their own, dedicating themselves to achieving the best outcomes for investors
Does your wealth manager
have the expertise you need?
OF INVESTORS HAVE CHANGED THEIR WEALTH MANAGER TO BETTER FIT THEIR NEEDS
High-net-worth individuals have complex wealth management needs — and they're not afraid to consider a new wealth manager when their needs are not being met. But 41% of these investors are concerned that they don't know the right questions to ask. Do you? Get guidance from CFA CHARTERHOLDERS on the right questions to consider when choosing a wealth manager.