News and Updates

Nils Dillon Completes CIPM Principles Exam
Nils Dillon, an Investment Performance Analyst at Heck Capital Advisors, has completed the Certificate in Investment Performance Measurement (CIPM) Principles Exam. To acquire the CIPM designation, Nils will work on completing the CIPM Expert Exam later this year. The global CIPM is the premier mark of distinction for professionals seeking to increase their mastery of performance measurement principles. It was developed by the CFA (Chartered Financial Analyst) Institute as a specialty credentialing program for ethical investment professionals who "pursue excellence with a passion." The designation addresses the increasing complexity of investment strategies and recognizes professionals who measure, present and explain complicated investment performance data to sophisticated investors.

Donna Blamberg Receives Compliance Certificate
Donna Blamberg recently completed the Investment Adviser Core Compliance Training Program, receiving a Certificate of Achievement. The compliance education program is co-sponsored by the Investment Adviser Association (IAA) and NRS Education. The Investment Adviser Core Compliance Training Program provides essential training on the Investment Advisers Act, ethics and disclosure. It also includes a rigorous review of compliance policies and procedures and professional compliance standards.