Affiliations
CMG is a member of the Financial Planning Association. The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA’s nationwide network of nearly 100 chapters encourage professional development and networking on a local level.
CMG is a member of the National Association of Active Investment Managers
The National Association of Active Investment Managers was formed in 1989 as a non-profit association of registered investment advisors who provide active money management services to their clients in order to produce favorable, risk-adjusted returns as an alternative to more passive, buy and hold strategies. Comprised of a small group of successful, passionate firms, NAAIM has grown to include roughly 200 member firms nationwide, managing over $30 billion. NAAIM’s purpose is to promote the common interests of those investment advisors who prove active investment management services to clients.
NAAIM’s membership ranges from small regional firms to large national firms with over $1b AUM, including hedge fund managers, mutual fund companies and a variety of other firms that provide professional services to RIAs.
CMG is a member of The National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our Rich History began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA.
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