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April 18, 2011 | Jeffery Nauta Has Earned the CAIA Designation

Henrickson Nauta Wealth Advisors is pleased to announce that Jeffery Nauta, CFA, CFP®, CAIA®, Principal, has been awarded the CAIA designation, the only professional charter exclusively for alternative investment practitioners.

Earning the CAIA designation demonstrates Jeff's comprehensive understanding of Alternative Investments and a commitment to the highest ethical and professional standards. Jeff joins over 5,000 fellow CAIA designees, including industry leaders such as Mark Anson of Oak Hill Investment Management Group, Jane Buchan of PAAMCO, and Alexander Ineichen, founder of Ineichen Research and Management.

The CAIA (pronounced "kai-yah") charter is earned through successful completion of all CAIA program requirements, including a rigorous two-level examination process. The program, established in 2002, provides participants with the in-depth knowledge required to analyze and evaluate investments in hedge funds, private equity, real estate, managed futures, and real assets. CAIA designees possess the core competencies to select, manage, and monitor an institutional-quality portfolio consisting of both traditional and alternative assets.

  • October 2015 | Jeff Nauta Featured in the Financial Advisor Magazine Article, ''When Investors Become the Banker''
  • June 2015 | Jeff Nauta Featured in the CNBC Article Regarding Charitable Donations
  • July 2014 | Jeff Nauta Featured in the Newsmax Article Regarding Charitable Foundations
  • April 2014 | Jeff Nauta Featured in the Private Opportunities Club Article Regarding Bond Strategies
  • June 1, 2013 | Jeff Nauta Featured in the Interest.com Article Regarding Parental Mortgage Lending to Children
  • December 27, 2012 | Jeff Nauta Featured in the Bankrate.com Article Regarding the Fiscal Cliff
  • June 27, 2012 | Results: Henrickson Nauta Wealth Advisors' Client Survey
  • November 27, 2011 | The Wizard of Oz
  • November 10, 2011 | 100: Authentic Wisdom from America's Centenarians
  • September 2011 | Jeff Nauta Featured in the Journal of Financial Planning
  • August 4, 2011 | Henrickson Nauta annouces the hire of Jennifer Castillo
  • April 18, 2011 | Jeffery Nauta Has Earned the CAIA Designation
  • June 16, 2011 | Introducing Henrickson Nauta's New Website

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