Investment consultants today must keep up with a complex and constantly changing financial marketplace. The knowledge required in today's marketplace is far greater than at any time in the past. That's why the educational opportunities, conferences, publications, networking, and professional certification program offered by IMCA are so important. The IMCA organization keeps members in touch with developments in investment strategies, legal and regulatory issues, economic news. and marketing techniques. This added knowledge gives IMCA members a professional edge.

The mission at IMCA is to ensure quality service to the public by developing and encouraging high standards in the investment consulting profession. As an organization, the IMCA role has been to broaden the public's understanding of investment management consulting and to promote and protect the interests of the profession. IMCA also provides forums for ongoing education and information sharing among IMCA members. IMCA believes these activities build a common purpose among members, establishing a network of support that makes members more knowledgeable professionals in their day-to-day work.

Investors seek consultants who reflect the highest level of professionalism combined with financial expertise - all of which the CIMA designation indicates. As the premier designation in the industry, the CIMA Certification was obtained through IMCA after successful exam completion by TriSummit Investment Advisors President, Terri Millson in October, 2005 after an intense Wharton School of Business, University of Pennsylvania educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. The CIMA designation belongs to an elite few in the investment profession. Currently, there are only just over 3000 CIMA designees throughout United States, Australia, and Canada. CIMA represents the highest level of credibility, integrity and most importantly, knowledge.

CIMA Certification, combined with Terri's personal qualifications and abilities, makes for impressive credentials that gives TriSummit Investment Advisors a competitive edge. TriSummit Investment Advisors is proud to offer Certified Investment Management Analyst (CIMA) services that adhere to the Code of Professional Responsibility.

IMCA was founded in 1985 to promote professional education and assure the highest standards of competence and ethical behavior among investment consultants. Through its conferences, publications, legislative services, and through the Certified Investment Management Consulting (CIMC) and Certified Investment Management Analyst (CIMA) certification programs, IMCA has helped investment consultants pursue these important normative goals. Additionally, IMCA has promulgated a series of written standards for investment professionals to follow. By setting high standards for the consulting profession, IMCA strives to improve client confidence and increase the effectiveness of consultants.

TriSummit Investment Advisors is proud to offer Certified Investment Management Consulting (CIMC) services that adhere to the Code of Professional Responsibility and the standards of IMCA.

Professionals in the field of law, tax, banking, insurance, and financial services require a broad spectrum of updated information in order to provide estate-planning services. The National Institute For Estate Planners® and The Fellowship of Graduate Estate Planning Consultants® keeps the professional abreast of the latest estate planning principles by providing education, updates, support and marketing assistance regarding new developments, legislation, practices, and research.

Graduates Estate Planning Consultants (GEPC), participate annually in continuing education provided by the National Institute and Fellowship. This will help ensure that consultants remain as informed professional in the estate planning process.

TriSummit Investment Advisors is proud to offer Graduate Estate Planning Consulting (GEPC) services that adhere to the standards and ethics of The Fellowship of Graduate Estate Planning Consultants.

The California Association of Nonprofits (CAN), a statewide membership organization of over 1,740 diverse nonprofits, is dedicated to protecting, strengthening, and promoting nonprofit organizations in the state of California.

Foundation Services Group is proud to be a CAN Associate Member and has been a CAN Preferred Partner since 1997. We present at the CAN Annual Conferences and workshops. If you are a California charitable organization do consider joining CAN. To learn more about how CAN may assist your foundation, here is a helpful link http://www.canonprofits.org/. You may find the Foundation Services Group listed with CAN in the CAN web site directory under CAN Partners and inside Management Resources under the Finance and Investing areas.