The CIMA® certification reflects experience, education, examination, and ethical standards.
Only one in three individuals who start the CIMA® certification process will successfully finish. Those who have earned the CIMA® certification have at least three years of experience in financial services, have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination. CIMA® certification is additionally accredited by the American National Standards Institute and is the only financial services credential in the U.S. to have met International Standards.
As CIMA professionals, we integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors.
The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
As a family business, The Hollander Group is particularly attuned to the financial needs of high-net-worth families. We understand your needs, challenges, and goals, because we have complex lives and family goals as well.
Our job is to employ the most sophisticated advanced planning strategies on your behalf, allowing your decisions and actions in these matters to become simple. Our goal as your trusted financial partner is to make managing your wealth and well-being as easy as possible for you. With our commitment to continuing education in advanced planning strategies, we are always in a position to take advantage of the latest strategies and opportunities in wealth management.
We pride ourselves on the strong, professional relationships we have built with the families we serve. With over 90 years of combined wealth management experience, our primary satisfaction remains helping multi-generational families build strong, secure futures and create lasting legacies.
Situations change over time and it is advisable to maintain flexibility and avoid jumping into irrevocable solutions too soon;
Multi-generational wealth planning can help families build strong, secure futures and create lasting legacies.
"We believe that clients look to us for guidance to navigate and simplify the financial world so that they can pursue their dreams. We work daily to ensure that our advice is based on a comprehensive understanding of our clients’ goals and needs and is rooted in sound principles and appropriate strategies."
These core beliefs of our team form the foundation for our service and advice.
Wealth management is an evolving process that must be flexible as your life changes. Through open dialogue, we strive to help you grow, protect, enjoy and pass on your wealth. The Hollander Group is committed to working with you and your family through all phases of the process.
Speaker Resources & Development Resources
We help families and businesses plan for whatever life throws their way – now more than ever. With so much economic and social disruption, the notion of making sound and thoughtful financial decisions that bring you closer to your goals can seem daunting. Having a trusted partner to put your financial plan in place is invaluable.
If there is anything you’re worried about during these unprecedented times – or if you’d simply like a second pair of eyes to confirm your plans make sense in the current environment – please reach out to our team. We’d be happy to talk to you about your goals and values and offer a complimentary review of your plans.
Our team values education and is happy to help institutional clients and community groups who wish to provide educational events for their members, boards and donors. We can speak and/or provide expert speaker resources on a variety of topics such as those listed below.
Baird is committed to keeping clients first – always. This is especially important in the current environment of uncertainty surrounding the COVID-19 pandemic.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.
Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia.
Since 1919, we’ve been earning our clients’ trust by staying true to our mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.