Desgnation
Whether you’re building your portfolio, working through cash flow planning, ready to retire, or solidifying your estate plan strategy, we’re able to help address each of your specific needs. The following certifications, titles, and designations help arm us with the knowledge base and skills set to address a diversity of matters related to building, managing, and transferring your wealth.
Accredited Asset Management Specialist℠ (AAMS®)
The AAMS® designation is a professional designation awarded by the College for Financial Planning. The training covers several topics, such as the asset management process; investors, policy, and change; risk, return, and investment performance; asset allocation and selection; investment strategies; and taxation of investment products. It also covers investment opportunities for individual retirement, insurance products of investment clients, estate planning strategies, and regulatory and ethical issues.
Financial professionals are required to complete a self-study program, pass an exam, and agree to comply with a code of ethics in order to earn this designation.
Jeffrey Berry holds the AAMS® designation.
Private Investment Management Program
The PIM Program is a customized portfolio program aimed at achieving our clients’ specific investment goals. It is designed for investors who are seeking long-term portfolio management with an advisor who can execute decision on their behalf.
A PIM Manager is required to complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course.
Jeffrey Berry is a PIM Portfolio Manager.
*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000. show less
Accredited Asset Management Specialist℠ (AAMS®)
The AAMS® designation is a professional designation awarded by the College for Financial Planning. The training covers several topics, such as the asset management process; investors, policy, and change; risk, return, and investment performance; asset allocation and selection; investment strategies; and taxation of investment products. It also covers investment opportunities for individual retirement, insurance products of investment clients, estate planning strategies, and regulatory and ethical issues.
Financial professionals are required to complete a self-study program, pass an exam, and agree to comply with a code of ethics in order to earn this designation.
Jeffrey Berry holds the AAMS® designation.
Private Investment Management Program
The PIM Program is a customized portfolio program aimed at achieving our clients’ specific investment goals. It is designed for investors who are seeking long-term portfolio management with an advisor who can execute decision on their behalf.
A PIM Manager is required to complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course.
Jeffrey Berry is a PIM Portfolio Manager.
*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000. show less