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A Select Group
Our member firms work with only qualified Financial Advisors. These Financial Advisors are selected to participate in the Professionals Alliance Group based on their tenure and experience within the investment industry, their prior involvement in working with accounting and other professional firms, and their experience in consulting with high net worth investors.
As a condition of their participation in this program, each Financial Advisor is required to execute a non-compete agreement, and to earn the designation of Certified Investment Management Analyst (CIMA) from the Investment Management Consultants Association. |
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