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Investment
consultants today must keep up with a complex and constantly changing
financial marketplace. The knowledge required in today's marketplace
is far greater than at any time in the past. That's why the educational
opportunities, conferences, publications, networking, and professional
certification program offered by IMCA are so important. The IMCA
organization keeps members in touch with developments in investment
strategies, legal and regulatory issues, economic news. and marketing
techniques. This added knowledge gives IMCA members a professional
edge.
The
mission at IMCA is to ensure quality service to the public by developing
and encouraging high standards in the investment consulting profession.
As an organization, the IMCA role has been to broaden the public's
understanding of investment management consulting and to promote
and protect the interests of the profession. IMCA also provides
forums for ongoing education and information sharing among IMCA
members. IMCA believes these activities build a common purpose among
members, establishing a network of support that makes members more
knowledgeable professionals in their day-to-day work.

Investors
seek consultants who reflect the highest level of professionalism
combined with financial expertise - all of which the CIMA designation
indicates. As the premier designation in the industry, the CIMA
Certification was obtained through IMCA after successful exam completion
by TriSummit Investment Advisors President, Terri Millson in October,
2005 after an intense Wharton School of Business, University of
Pennsylvania educational experience focusing on asset allocation,
manager search and selection, investment policy and performance
measurement. The CIMA designation belongs to an elite few in the
investment profession. Currently, there are only just over 3000
CIMA designees throughout United States, Australia, and Canada.
CIMA represents the highest level of credibility, integrity and
most importantly, knowledge.
CIMA
Certification, combined with Terri's personal qualifications and
abilities, makes for impressive credentials that gives TriSummit
Investment Advisors a competitive edge. TriSummit Investment Advisors
is proud to offer Certified Investment Management Analyst (CIMA)
services that adhere to the IMCA
Code of Professional Responsibility.
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