John D. Clagett, CPWA®, of Q4 Wealth Management earned the Advanced Investment Strategist Certificate in Portfolio Management (AIS) in Seattle after attending a thorough and high-level educational course that took place April 29-May 1.
“Practices that are investing today to improve their investment management expertise and to really focus on getting on their CIMA® designation will be better positioned to appeal to this next generation of investors that are looking for alternative ideas, not just the cookie cutter approach that they could already do themselves on E-Trade,” said Sophie Louvel Schmitt, senior analyst with Aite who also attended the course.
“At Q4 Wealth Management, we know the importance of continuing education and obtaining certifications and accreditations that are valuable to the industry in which we operate. There are a lot of certifications floating around out there and some of them are very valuable while others are easily earned and hold no real educational value,” said Clagett.
To earn this certification, Clagett joined a select number of the North America’s investment advisors and some of the industry’s respected academicians and practitioners at the first Investment Management Consultants Association (IMCA®) AIS program. This collaborative and interactive event was limited to only 100 attendees, and provided high-level education that helps advisors more effectively manage client portfolios in today’s uncertain economy.
Clagett serves as President, Owner and Chief Wealth Advisor of Q4 Wealth Management, bringing twenty years of investment industry experience to his clients and the other professional advisors. Clagett holds the title of Certified Private Wealth Advisor®, an advanced credential created specifically for wealth managers who work with high net worth individuals and families focusing on the life cycle of wealth.