Welcome

Welcome to the Cleveland-Akron, Ohio chapter of the American Association of Individual Investors, a nonprofit organization that assists individual investors with the education and tools to build wealth, from stock investing to financial planning and retirement funding.

Investor Education

The Cleveland Chapter will be planning several local Investor Education seminars for 2015.  Return to this space later or sign up for Chapter announcements.

Next Seminar:

Wednesday, March 11, 2015

Basic Options Strategies

Discussed by: Sal Giamarese, Area Manager, Fidelity Investments

Brecksville Community Center

Upcoming Seminar:

Wednesday, May 13, 2015

True Sector Rotation: Breaking Through the Efficient Frontier

discussed by  Scott Juds, President & CEO of SumGrowth Strategies

Middleburg Heights Community Center

Featured Educational Article

Here’s a sample of the quality education we provide to individual investors. We hope you find it useful. It touches on one aspect of the broad subjects we cover for anyone who has an interest in handling their own investments.

Choosing the Right Portfolio Asset Allocation for You

by Charles Rotblut, CFA  – Editor AAII Journal