Greenville, SC – Alex McGrath, a Financial Advisor with Raymond James & Associates, was selected to become a member of the Institute of Investment Management Consulting (IIMC)* at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
McGrath attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, McGrath earned the title of Investment Management Consultant.
*The Institute of Investment Management Consulting (IIMC) is an internal certification offered by Raymond James, for Raymond James’ advisors.
About Asset Management Services
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset-management services and products for financial advisors of Raymond James. Managed products include Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $765 billion as of 9/30/18. Additional information is available at www.raymondjames.com.
For additional information, please contact Neil Shurley at 864-289-2119.
Please visit the Raymond James Press Center at raymondjames.com/media
All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful.
NOT Deposits • NOT Insured by FDIC or any other government agency • NOT GUARANTEED by the bank • Subject to risk and may lose value
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