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Sacramento, CA 95814
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Code of Professional Responsibility

All advisors at Towerpoint Wealth are required to join the Investment Management Consultants Association® (IMCA®). IMCA®’s mission is to deliver premier investment consulting and wealth management credentials and world-class educational offerings – Membership, conferences, research, and publications. IMCA® also requires all members to adhere to their Code of Professional Responsibility. Adopted in 1985, the Code is meant to promote and maintain high standards of personal and professional conduct for all IMCA members, serving to assure public confidence in the integrity and service offered by professional investment management consultants. Adherence to the Code is required of all IMCA® designation holders.

Code Professional Responsibility

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