With a spotlight on private wealth management, this event features sessions on advanced topics related to working with high-net-worth clients. Topics may include charitable and estate planning, tax planning, concentrated equity positions, portfolio management, and retirement planning.
For more than 30 years, IMCA has been the industry’s gathering place for premier investment and wealth management professionals. IMCA has grown steadily over the past three decades to become the leading organization serving the financial services industry’s most influential advisors and consultants.
Our ultimate goal is to offer IMCA members the highest quality educational experience. We know that quality content attracts a quality audience, which is why IMCA events are an ideal place to help you put your brand at the crossroads of elite advisor engagement.
Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world.