Investments & Wealth Institute:
A Trade Group for Financial Advisors who Focus on Managed Accounts

Recently Released!!!
Date Published: December 2, 2020
Summary PowerPoint Deck: 43 Slides

Reference PowerPoint Deck: 122 Slides

The Investments & Wealth Institute was founded as Investment Management Consultants Association (IMCA) in 1985 and is based in Denver, CO. The organization has one office, 55 employees, 38 member countries, 13,000 members, and $14.5 million revenues. The Investments & Wealth Institute is led by its CEO Sean Walters. The Investments & Wealth Institute is member owned. Its web site can be found at www.investmentsandwealth.org.

The Investments & Wealth Institute's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Institute for Certified Investment Management Consultants (ICIMC) Merger Phase
  • Executive Turnover Phase
Its profile includes the key statistics of the organization, including its number of offices, employees, member countries, 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)
    • Retirement Management Advisor (RMA)
  • Conferences
    • Annual Conference Experience
    • Investment Advisor Forum
    • Wealth Advisor Forum
    • Retirement Management Forum
    • Specialty Conferences
  • Publications
    • Investment & Wealth Monitor
    • Journal of Investment Consulting
    • Retirement Management Journal
    • Investments & Wealth Research
  • Legislative Network
  • Membership Discounts
And its profile concludes with the highlights of its organizational structure & ownership.
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