WHEATON, IL (Viz Release) December 14, 2020 – – By successfully completing Level II of the Institute of Investment Management Consulting Certification Series, Timothy J. Rueter, Wealth Advisor RJFS, and President, Foundation Wealth Strategies, LLC., is recognized for implementing a disciplined investment approach in his practice. The Institute of Investment Management Consulting (IIMC) was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts consistent with many high-level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
Rueter participated in a three-day certification program incorporating sophisticated investment management topics, such as optimizing client portfolios and monitoring investment manager performance, and participated in sharing best practices among his peers. In addition to learning about new investment opportunities, such as blending active and passive investments, Rueter will continue to benefit from the ongoing education and support of the investment and manager research teams. The Institute of Investment Management Consulting (IIMC) is an internal certification offered by Raymond James, for Raymond James’ advisors.
About Asset Management Services – Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset-management services and products for financial advisors of Raymond James. Managed products include various platforms of Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs. Rueter, who joined Raymond James in 2011, has more than 19 years of experience in the financial services industry.
About Raymond James Financial Services – Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion*.
About the Financial Institutions Division – The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
*As of 9/30/2020. Past performance is not indicative of future results. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
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