Sagent Wealth Management is proud of close alliances with the following organizations for the value and service they provide to our clients.
Safety, Strength, and Financial Stability are important characteristics when selecting a custodian for your investment assets. Clients of Sagent Wealth Management will take comfort in knowing that their investment assets are held with a financially strong and stable company, The Charles Schwab Corporation.
The Charles Schwab Corporation (Nasdaq: SCHW) has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has worked to make investing more affordable, more accessible and more understandable to all.
Today, Schwab meets the needs of individual and institutional clients through three primary business segments:
Sagent Wealth Management clients will appreciate the ability to access the full spectrum of brokerage and financial services offered by Charles Schwab, while gaining the ability to access their accounts online
For more information, visit www.schwab.com
Investment Management Consultants Association—IMCA—was established in 1985 as a professional association dedicated to the standards and practices for the investment management consulting profession.
IMCA also offers the only advanced designation designed specifically for investment consultants, the Certified Investment Management Analyst (CIMA®) program.
Certified Investment Management Analyst professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions.
Today, the industry recognizes the CIMA designation as the highest standard in consulting expertise. The CIMA designation belongs to an elite few in the investment profession. It represents the highest level of credibility, integrity, and most importantly, knowledge. Clients seek consultants who reflect the highest level of professionalism combined with financial expertise—all of which the CIMA designation indicates.
For more information, visit www.imca.org