​YOU'VE WORKED HARD TO GROW YOUR WEALTH. BUT THIS IS JUST THE BEGINNING.

Markets continue to fluctuate. Technology continues to disrupt. The ambitions you have for your wealth never waver, but your wealth management needs change with the dynamic world we live in. At CFA Institute, we listen to investors to be sure we're preparing CFA CHARTERHOLDERS to measure up to your wealth management needs. We surveyed 900 investors with at least $1 million in investable assets to figure out how we can help you harness your wealth to pursue the ambitions that drive  you forward.

TIME IS MONEY, SO EXPERTISE IS VALUABLE CURRENCY.

Our most valuable asset is time. Many people are experts in something, but no one has the time to be an expert in everything. Given the incredible depth and breadth of knowledge required to build expertise in wealth management, it's no surprise that survey respondents list investment expertise as the most important trait they seek in a wealth manager. High-net-worth investors face unique wealth management challenges, from nuanced tax planning and strategy to safeguarding the interests of future generations. With the right private wealth manager, wealthy investors know there can be simple, elegant solutions to even the most complex wealth management challenges. It takes an adviser with the right expertise and savviness to turn that financial complexity into clarity.

A CFA CHARTERHOLDER MEASURES UP TO THE EXPERTISE YOU NEED.

You've worked hard to grow your wealth. Make sure you're working with a wealth manager who grows with you. Armed with a deep foundation of knowledge about capital markets, investing, and wealth management from mastery of the CFA curriculum, CFA Society South Carolina charterholders are ready to unlock wealth management opportunities that others might miss. By virtue of completing the CFA Program, CFA Society South Carolina charterholders have already proven they can succeed where few do. They stand ready to apply that same commitment towards your goals.

OUR TAKE:

One size definitely doesn't fit all. It's essential that your wealth manager have the breadth and depth of skills to align with your specific life goals and objectives, whatever they may be. Initial exploratory conversations with wealth managers should involve matching your goals against their capabilities.