IMCA—Investment Management Consultants Association was established in 1985 and delivers the premier investment consulting and wealth management credentials and world class educational offerings—membership, conferences, certificate programs and publications. IMCA sets the standards and practices for the investment management consulting profession, and provides investment consultants with the credentials and tools required to best serve their clients.

Our mission at IMCA is to ensure quality service to the public by developing and encouraging high standards in the investment management consulting profession. As an organization, our role has been to broaden the public’s understanding of investment management consulting and to promote and protect the interests of the profession.

The IMCA Code of Professional Responsibility was adopted in 1985 to promote and maintain the highest standard of personal and professional conduct in the investment management consulting profession. IMCA Performance Reporting Standards were adopted in 1993. Those standards cover the collection and analysis and reporting of performance data to clients. The IMCA board of directors adopted the IMCA Standards of Practice in July 2002. It is meant to provide practical guidance to investment management consultants in the course of conducting their practices and providing services to clients. IMCA holds its Disciplinary Rules and Procedures in high regard—holding CIMA/CIMC designees and IMCA members to IMCA’s Standards of Excellence. IMCA also provides guidelines regarding the acceptance of benefits from third parties. And in 2005 IMCA engaged in an Ethics Think Tank with the Lawler Organization. Their full report, IMCA as a Community of Practice: Responses to Emerging Ethical Practices through Educational, Technological, and Organizational Enhancements can be viewed by clicking here.