Investment advisors who are
committed to the highest professional
conduct should get your attention.
When looking for an investment professional to manage your portfolio, remember it's not just about choosing someone who can pick the best stocks, a CIM® will help optimize your portfolio with your financial goals and objectives. Learn More »
Become a trusted
Harness the advanced knowledge you need to be a successful investment manager. Completing the CIM® will demonstrate the knowledge and skills necessary to evaluate and manage all aspects of a client's investment portfolio.
Managing your portfolio requires a unique relationship with a trusted professional who not only understands your needs but can implement the best strategies for you. If you’re looking for a qualified discretionary money manager you can trust, choose a Chartered Investment Manager (CIM®).
As a CIM®, you can proudly attest to having the standard designation for offering discretionary investment management for today's increasingly sophisticated clients. Harness the advanced knowledge you need to be a successful investment manager.