Grant Ball Passes CIMA® Exam!

Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst^® (CIMA^®) exam! The CIMA^® Certification is one of the most respected, yet difficult to achieve, professional investment certifications in our industry.

The CIMA^® certification is uniquely designed to provide a useful and relevant balance of theory and practical knowledge. It goes well beyond the fundamentals, with deep dives into advanced portfolio management, portfolio construction, and risk management techniques. The CIMA^® certification program provides a systematic process that professional money managers can use to put their clients’ strategies into action.

Here are just some of the topics covered in the certification coursework:

Congratulations, Grant! This was a big accomplishment and will be a huge asset to our clients.