Investments & Wealth Institute® (formerly IMCA®) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor ® (RMA®)—we deliver rigorous, highly practical education.
OppenheimerFunds, Inc. is one of the largest and most reputable investment management firms in the country. OppenheimerFunds and its subsidiaries offer a broad array of products and services to individuals, institutional investors and corporations worldwide. OppenheimerFunds, including its subsidiaries, managed more than $249 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of March 31, 2018.
Sage is an independent asset management firm that serves the institutional and private client marketplace with traditional fixed-income, tactical asset allocation, and custom solutions for liability driven clients. Based in Austin, TX, Sage was founded in 1996 to deliver solutions and services designed to help investors understand and efficiently accomplish their unique goals. Sage is a client-focused organization, committed to providing comprehensive institutional-based investment services.
Schroders is a truly global asset management firm with a proud 210-year history and over $604.7 billion in assets globally (includes assets under management and administration) as of December 31, 2017 with professionals in 41 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society.
T. Rowe Price, a global investment management organization with $903.6 B in AUM (as of June 30, 2017), offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns.