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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.


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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.

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.

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 Resources

Realize your Rights.PNG Statement of Investors Rights - the 10 things investors should expect from their financial service providers.

Trust to Loyalty.PNGFrom Trust to Loyalty: A Global Investor Trust Study - a partnered survey from Edelman and CFA Institute about the level of trust in the industry.

Asset Manager Code of Professional Conduct - the over 1,000 firms from more than 30 different countries who have adopted the code and committed to ethical principals that put clients first.

Integrity List.PNGThe Integrity List - 50 ways to restore trust in the investment profession.