Many of our team members belong to these organizations with which Investacorp has a close affiliation
Certified Financial Planner Board
Certified Financial Planner Board of Standards enforces uniform standards of competence, practice and ethics of financial planners through rigorous, validated and professionally administered education, examination, experience and ethics requirements.
The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.
Financial Planning Association
The Financial Planning Association connects those who need, support and deliver financial planning. They believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
National Association of Active Investment Managers
The National Association of Active Investment Managers is a non-profit association comprised of registered investment advisors who utilize market timing and dynamic asset allocation strategies to manage assets invested in mutual funds. Today, NAAIM includes roughly 200 member firms nationwide, managing an estimated $30 billion.
National Association of Estate Planners and Councils
The National Association of Estate Planners and Councils is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the publics need in estate planning.
Boston Security Analysts Society
The Boston Security Analysts Society is a non-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for the exchange of fresh perspectives on industry issues and promoting ethics and integrity.