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 seeLearn More ›
DEPTH OF FINANCIAL KNOWLEDGE
Honed by years of training, CFA CHARTERHOLDERS wield an extensive body of knowledge on investing and global financial marketsHelpful Resources ›
COMMITMENT TO CLIENTS
CFA CHARTERHOLDERS place clients’ interests above their own, dedicating themselves to achieving the best outcomes for investorsQuestions to Ask a Wealth Manager ›
THE RIGHT QUESTIONS TO ASK A PRIVATE WEALTH MANAGER
In the Best Interest of Clients
Margaret K. Reid, CFA
Senior Portfolio Manager
The Private Bank at Union Bank
The CFA CHARTERHOLDER Difference
Steve Curley, CFA
CHIEF INVESTMENT OFFICER AND PRINCIPAL
A Foundation of Trust
Anish Chopra, CFA
Portfolio Management Corporation
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.
The Current State of Private Wealth Management
> CFA Institute surveyed 900 investors with at least $1 million in investable assets to better understand their investment goals and how they partner with wealth managers to meet those goals.
> Hard work doesn’t end with the acquisition of significant wealth.