John C. Hardy Awarded CPWA(R) Designation From IMCA
(firmenpresse) - TUPELO, MS -- (Marketwire) -- 04/11/12 -- John C. Hardy, President of Hardy Reed, LLC (Hardy Reed), was recently awarded the Certified Private Wealth Advisor(sm) (CPWA®) designation from IMCA -- Investment Management Consultants Association in conjunction with The University of Chicago Booth School of Business.
From IMCA, "The Certified Private Wealth Advisor(sm), or CPWA®, signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on management topics and strategies for high net-worth clients. The CPWA® facilitates an advanced expertise in the life cycle of wealth: accumulation, preservation and protection, and distribution. Those who earn this designation learn to identify and analyze challenges facing high net-worth clients and how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth."
John Hardy also has been previously awarded a Certified Investment Management Analyst(sm) (CIMA®) designation and an Accredited Investment Fiduciary® (AIF®) designation. He is a graduate of the Endowments and Foundations class sponsored by IMCA at The Wharton School of Business as well.
Hardy Reed is an independent SEC registered investment advisor (RIA) with clients throughout the United States providing -- Objective Fiduciary Guidance. The team of investment and retirement consulting professionals provides objective financial guidance to high net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on how to prudently preserve and grow capital.
The Retirement Services Division provides consulting services to Retirement Plan Sponsors assisting them with their plan fiduciary governance, including plan fee benchmarking, investment, and service provider selection and monitoring. Hardy Reed's Fiduciary Assessment provides evidence of how well an investment steward meets the Global Fiduciary Standard of Excellence. Our Retirement Plan Assessments demonstrates organizational conformity with the Global Standards of Fiduciary Excellence as established by the Center for Fiduciary Studies.
For more information on Hardy Reed, please visit .
Investment Management Consultants Association was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the 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.
For more information on IMCA, please visit .
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Datum: 11.04.2012 - 12:00 Uhr
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News-ID 133762
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TUPELO, MS
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