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.

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Investor Education

The Cleveland Chapter will be planning several local Investor Education seminars for 2016.  Please sign up for Chapter announcements to be notified of future events.

Next Seminar:

It’s What You Learn After You Know It All That Counts

Presented by Paul Townsend, Associate Vice President – Investment Officer and Fundamental Choice Portfolio Manager.

Wednesday, November 4, 2015

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

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