Investments & Wealth Institute:
A Trade Group for Managed Accounts Oriented Financial Advisors

Recently Released!!!
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:
  • 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, 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)
  • 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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