Home

Meet Our Team

Our Approach

Cutting through Confusion

CFA Publications

Investment Services

Useful Resources

Contact Us

Directions & Map

 

The CFA Institute has published a series of articles for individual investors entitled "What Every Investor Should Know".  For your convenience, we have included links to these informative articles below:  


 
 

Choosing a Financial Advisor


Why Select a CFA Charterholder?


Defining Your Investment Objectives


CFA Institute Cautions Investors on 12 Common Mistakes


Managing the Relationship Between You and Your Adviser


 

HOME    CONTACT US    DISCLAIMER    PRIVACY STATEMENT

Wimmer Associates LLC
Pasadena, CA 91101
2005. All Rights Reserved.