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. 

Straddling the Peak: Balancing Excellence and Profitability with Ultra-High-Net-Worth Clients
Published in Investments & Wealth Monitor, September/October 2011

To a growth-minded firm owner, ultra-high-net-worth clients beckon to advisors as sirens to the sailors. They offer the promise of interesting and challenging work, highly personal relationships, substantial revenue, and the opportunity to grow referral business within an elite sphere of influence. However, as many advisors have discovered, the rewards of serving such clients come at a cost. Read the article.