Certified Investment Management Analyst® (CIMA®)

AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners→

Alexandra Romeo Boyles Honored as 40 Under 40 Winner by the Denver Business Journal →

Certified
Investment Management Analyst® (CIMA®): Accredited by American National Standards Institute (ANSI)

Qualification and Educational Requirements: Three years of financial services experience; and satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee. Educational component offered by one of the approved Registered Education Providers, in-class program at The Wharton School, University of Pennsylvania, or online through Yale School of Management. Qualification examination and certification examination (online, proctored). Continuing education requirements: 40 hours every two
years.

AC Family Office is an outsourced family office with more than 250+ years of collective experience serving a limited number of families.

Denver Location

Alpha Capital Family Office
5750 S Ulster Cir E #300
Greenwood Village, CO 80111

(303) 900-0185

Investment Advisory Services offered through Alpha Capital Family Office, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commissions. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Capital Family Office’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed Be sure to consult with a tax professional before implementing an investment strategy.