Investments & Wealth Institute:
A Trade Group for Managed Accounts Oriented Financial Advisors
Date Published: April 24, 2019
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 111 Slides
Investments & Wealth Institute was founded in 1985 and is based in Denver, CO. The organization has one office, 34 employees, 38 member countries, 12,000 members, and $13.6 million revenues. Investments & Wealth Institute is led by its President Gerry Bridgeman & Executive Director Sean Walters. Its web site can be found at www.investmentsandwealth.org.
Investments & Wealth Institute's comprehensive PowerPoint 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, member countries, 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
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