Why hire a CFA® Charterholder?

At Leisure Capital we are focused on delivering personalized and professional service to our clients.  However, excellent service alone would leave our clients underserved in navigating the complex investment universe available to investors.  That is why several of our Investment Committee members sought to obtain the Chartered Financial Analyst designation, which on average requires 1,000 hours of study, and fewer than 1 in 5 candidates successfully complete.  The program’s rigor paired with its uncompromising standard of ethics is one example of our commitment to delivering for our clients.

Learn more about why several of our advisors hold CFA designations and why it matters to you. 

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Let’s Measure Up™

High-net-worth individuals have complex wealth management needs—and they’re not afraid to consider a new wealth manager when their needs are not being met. But 41% of these investors are concerned that they don’t know the right questions to ask. Do you?

The CFA Institute recognizes that investors face this dilemma and has attempted to provide some guidance.  “The Right Question” campaign aims to empower investors seeking superior investment management. 

The Right Question website, published by the CFA institute: www.the-right-question.org/en/

Why Hire a CFA® Charterholder to Manage Your Wealth? Click here to download a fact sheet explaining how high-net-worth investors find value in hiring charterholders to manage their wealth. 

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