Institutional Consulting

In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.


Achieving Philanthropic Intent with Less
Published in Investments & Wealth Monitor, September/October 2009

In a world where leverage has become a dirty word, leveraging philanthropic intent stands out as a noble pursuit—one that is increasingly important to our clients and much harder to achieve in today’s challenging economic environment. There are many ways to achieve positive leverage in the philanthropic arena. At its simplest, leverage is use of resources so that the potential positive outcome is enhanced. Philanthropic leverage sometimes is defined as a small amount of money given for the express purpose of attracting funding from other sources or providing an organization with the tools necessary to raise other funding, creating a “multiplier effect.” Read the article.


Ethical Decision-Making 
Live Audio Broadcast I March 18

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Annual Conference
May 17-19 I Orlando, FL

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IMCA Essentials of Investment
Consulting Certificate Program

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