Benefits of Working with a CFA

When selecting a financial advisor, it's important to have confidence in their knowledge and capabilities. Our Chief Investment Advisor is not only a Certified Public Accountant and Certified Financial Planner™, but also a Chartered Financial Analyst® (CFA) charterholder. The CFA charter is awarded to a very select group of financial and investment advisors who have mastered rigorous curriculum that requires hundreds of hours of study to pass a series of examinations over a minimum 3 year period. Charterholders must also demonstrate expertise in applying their knowledge across a broad range of investments and commit to the highest ethical standards.

The CFA designation is the definitive standard for measuring competence and integrity in the field of portfolio management and investment analysis. Through its education, standard setting and advocacy programs, CFA Institute sets the benchmark to measure knowledge, integrity and professionalism of an investment advisor. When you work with a CFA Institute charterholder, you benefit from:

Proven Expertise

When you work with a CFA charterholder, you can have confidence that your financial advisor has achieved one of the highest distinctions, held only by a select group of rigorously trained professionals. There are only around 35 charterholders in the state of Georgia who serve as financial advisors and around 1,500 worldwide.

Strong Global Investment Knowledge

Recognition of the CFA program’s globally relevant Candidate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.

Institutional Level Investment Credentials

CFA charterholders are highly prized institutional money managers, investment analysts and strategists, pension fund managers and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same exceptional skills to individuals and families.