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Choose a Charterholder
A financial adviser who is a CFA charterholder represents a tremendous reservoir of investment expertise, having demonstrated commitment to the highest standards of ethical and professional conduct and comprehensive knowledge of investment analytics.
Congratulations. You are choosing to do business with the most qualified professionals in the investment business. We invite you to search our database of Puget Sound investment managers. Please enter your desired search parameters below to see a list of professionals who meet your criteria.
To return all the results for any field leave it blank
Investment Minimums:
None
10,000
25,000
100,000
250,000
500,000
1,000,000
5,000,000
Investment Type:
Stocks
Bonds
Tax managed
Estate planning
Family wealth management
Hedge Funds and Alternative Investments
Real Estate
Private Equity
Other
City:
Eastside
Bellingham
Seattle
Tacoma
Olympia
Kitsap
Firm Name:
Charterholder Name:
ETHICS
TENACITY
RIGOR
ANALYTICS
Why Choose a CFA Charterholder Wealth Manager?
What Makes a CFA Charterholder's Knowledge So Special?
Why Should I Trust a CFA Charterholder?
How Do I Choose the Adviser That's Right for Me?
How Can Investors Avoid Investment Fraud?
Why Should I Trust a CFA Charterholder?
The globally recognized CFA designation symbolizes the knowledge, professionalism, and integrity you should expect from a financial adviser.
Integrity must never come into question.
In addition to being globally recognized for mastering a rigorous curriculum, CFA charterholders are perhaps best known for being held to the highest ethical standards.
Ethical Requirements
Every CFA charterholder, CFA Institute member, and CFA candidate signs an annual statement agreeing to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
These code and standards require them to:
place their clients' interests ahead of their own
maintain independence and objectivity
act with integrity
maintain and improve their professional competence
Ethics are a fundamental part of the CFA Program curriculum. Each of the three CFA Program exam levels reinforces the focus on ethics by testing a candidate's understanding of how to apply ethical principles and standards of conduct in the rigors of current professional practice.
Integrity is the cornerstone of the CFA Institute Code of Ethics and it requires the charterholder to act with competence, diligence, and respect.
ETHICS
TENACITY
RIGOR
ANALYTICS
