Melissa Joy, Partner and Director of Investments was among 100 Raymond James financial advisors who received an invitation to participate in the three-day program in St. Petersburg, FL. The program covered essential portfolio management topics including asset allocation, portfolio construction, economic and market updates and client solutions such as establishing retirement withdrawal rates and educating clients on risk.
Melissa shared the following comments, “This is the third IIMC conference I’ve attended. I am always challenged and refreshed by the high-level investment subject matter and conversations with friends. It’s a great way to start the year."
The Institute of Investment Management Consulting (IIMC) was developed as a forum for financial advisors committed to providing investment consulting and advice to clients. The Portfolio Management Group is a further specialization offered to these select advisors who have demonstrated success in developing and delivering investment portfolios to meet client needs. These advisors are members of the Institute of Investment Management Consulting’s Portfolio Management Group. Membership into the group is based on their commitment to successfully managing.