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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