The Gold Standard.


Hiring someone to manage your wealth and plan for the future is one of the most important decisions you will ever make. You would never work with a doctor who did not have the proven intellectual capability and training to make an accurate diagnosis. Why should managing your wealth be any different than managing your health? At Considerate Capital, you can have peace of mind knowing a CFA charterholder with over twenty years of investing success will be working directly with you. Read more (pdf)


Rigor and Expertise.

Earning the CFA charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder. It takes an average of over 1,000 hours of rigorous study to earn the distinction of Chartered Financial Analyst.

Holistic Wealth Management.

CFA charterholders have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to your objectives.

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High Resolution Integrity Concept

Your Interests Come First.

CFA charterholders recognize that trust is the key to building a solid client-advisor relationship and are bound by the highest ethical standards.

The Gold Standard.

Whereas tens of thousands of finance degrees are available around the world, ranging from the excellent to the worthless, there is only one CFA which The Economist has labeled: “The gold standard.” (February 2005).

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