Investment Management Consultants Association (IMCA):
A Trade Group for Managed Accounts Oriented Financial Advisors

Recently Released!!!
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

The Investment Management Consultants Association (IMCA)'s comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Institute for Certified Investment Management Consultants (ICIMC) Stand-Alone Phase
  • Executive Turnover Phase
Its profile includes the key statistics of the organization, including its number of offices, employees, members, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Designations
    • Certified Investment Management Analyst (CIMA)
    • Certified Private Wealth Advisor (CPWA)
  • Conferences
    • Annual Conference
    • Winter Institute
    • Investment Advisor Forum
    • Private Wealth Advisor Conference
    • Master Series
    • Specialty Conferences
  • Publications
    • Investment & Wealth Monitor
    • Journal of Investment Consulting
  • Legislative Network
  • Membership Discounts
And its profile concludes with the highlights of its organizational structure & ownership.
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