Click on any of the links here for more information on a variety of topics.
CFP Professionals
Get a CFP Professional on Your Team!
Financial Planning is at the core of our wealth management process and our CERTIFIED FINANCIAL PLANNER™ professionals — Michael C. Kusick, CFP® and Nicholas T. Christie, CFP® — work closely with their Investmark colleagues to provide all of our clients with state of the art financial planning and advice.
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. The CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. While Investmark has always prided itself on putting our clients’ interests first, the CFP® Board offers the public a more official, standardized recognition of that vital principle. The CFP® Board requires extensive training, ongoing education, and strict adherence to their code of ethical and practice standards.
For more detailed information about these standards and the benefits of working with a CFP®, you can visit their website at www.cfp.net.
Financial Times FT 300
Investmark was Recently Recognized by Financial Times as one of the Top Five Advisory Firms in Connecticut! Click for more information
The Financial Times 300 Top Registered Investment Advisers 2016 is based on six broad factors, including adviser assets under management ($300 million minimum), asset growth, company's age, industry certifications of key employees, and compliance record and accessibility. 520 Registered Investment Advisers were considered; 300 (58% of candidates) were recognized. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit www.ft.com.
The Women's Choice Award
The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Jay M. Diamond and the Investmark team has to extraordinary service in addressing the financial needs of women and their families.
As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education. WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.
ABOUT THE WOMEN’S CHOICE AWARD
The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women's Choice Award, 122 were named Women's Choice Award Financial Advisors/Firms. For more information, please visit www.womenschoiceaward.com.
** 14th Annual Transamerica Retirement Survey of Workers (2014)
***Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014
****Source: Financial Experience &Behaviors Among Women, 2010−2011 Prudential Research Study (article breaking it down here).
Five Star Wealth Managers
Candidates for the Five Star award are nominated by firms and their clients based on 10 objective criteria, including professional credentials, client retention rates, and favorable regulatory and complaint history.* The Five Star award is designed to help consumers identify professionals who provide quality service to their clients and is based on research conducted by a nationally recognized independent company.
Investmark Managing Principals Michael C. Kusick, CFP®, and Jay M. Diamond along with Principal Joseph P. Jandreau, CFA, have again achieved recognition as Five Star Wealth Managers for 2015. All three have been selected for this award.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named 2015 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.