Nonprofit Spotlight: The Investments & Wealth Institute

As a provider of investment advice to numerous nonprofit organizations, Innovest has the privilege of introducing you to some of our fantastic clients. This month we are proud to feature The Investments & Wealth Institute.

The Investments & Wealth Institute, previously known as Investment Management Consultants Association IMCA®, was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members. Its eight original investment consultants founded IMCA® to broaden public understanding of investment consulting and increase the professionalism of those providing consulting services through education, ethics, and certifications. The organization was renamed the Investments & Wealth Institute in 2017. Today the Institute is a strong professional association, providing advanced education and standards for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute currently serves more than 12,000 members and certificants in 38 countries.

Through their events, continuing education courses, and certifications, the organization offers advanced credentials and highly practical education: Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Innovest professionals hold several of these designations. Innovest believes that these designations add measurable value to clients due to the rigorous education and the high emphasis on integrity; these values are aligned with Innovest’s values.

To learn more about the Investments & Wealth Institute, please visit investmentsandwealth.org.