Date Published: December 12, 2016
Summary Power Point Deck: 23 Slides
Reference Power Point Deck: 111 Slides
The Investment Management Consultants Association (IMCA) was founded in 1985 and is based in Denver, CO. The organization has 34 employees, 32 member countries, 10,000 members, and $7.0 million revenues. The Investment Management Consultants Association (IMCA) is led by its President Gerry Bridgeman & Executive Director Sean Walters. Its web site can be found at www.imca.org.
The Investment Management Consultants Association (IMCA)'s comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the organization, including its number of offices, employees, members, revenues, & net profits.
- Early Phase
- Institute for Certified Investment Management Consultants (ICIMC) Stand-Alone Phase
- Executive Turnover Phase
Its profile includes detailed outlines of its core services, including:
And its profile concludes with the highlights of its organizational structure & ownership.
- Certified Investment Management Analyst (CIMA)
- Certified Private Wealth Advisor (CPWA)
- Annual Conference
- Winter Institute
- Investment Advisor Forum
- Private Wealth Advisor Conference
- Master Series
- Specialty Conferences
- Investment & Wealth Monitor
- Journal of Investment Consulting
- Legislative Network
- Membership Discounts