Does Your Wealth Manager Measure Up?

CFA Charterholders are at the cutting edge of a new, forward-looking investment industry – an industry that is being increasingly influenced by environmental, social, and governance (ESG) factors, including corporate social responsibility and sustainable investing. CFA Institute encourages incorporation of these factors into the investment process so investors can be more informed about the decisions they are making. In addition to incorporating ESG into the CFA® Program curriculum, we advance ESG investing through a variety of research, initiatives and strategic collaborations. We are proud supporters of the Impact Investing Institute, Principles for Responsible Investment (PRI), and the Financial Times’ newly launched Moral Money. Together, we’re creating a more sustainable investment industry for the ultimate benefit of society.


CFA® CHARTERHOLDERS are the premier choice to manage your wealth because they put their investment expertise at the epicenter of wealth management to unlock opportunities other advisors might not see. The rigor and discipline to become a CFA® CHARTERHOLDER allows us to devise and develop investment strategies for complex risk management and sophisticated Family Office environments and positions us to consult with our clients on many different business endeavors and opportunities.

You’ve worked hard to grow your wealth. Make sure you’re working with a wealth manager who has grown and can continue to grow with you


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