AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)
Important: Please Note the New Location!
Investment Policy Statements are often the missing link in successful portfolio construction, design, and management. This workshop will take you beyond the simple allocation model and provide you with insights to help guide you through volatile markets, geopolitical uncertainty, and personal emergencies while you seek to meet your personal financial goals
Attend This Meeting to Learn:
Beyond Risk Tolerance: The Important components of an IPS
Bridging the gap between Risk Tolerance and Portfolio Construction
Managing Risk is more important than making money
Reasons to Attend This Meeting:
- Planning and Process development are cost effective and time efficient
- Learn how to address emergencies and “The Next Big Thing”
- How to avoid the most costly and common investment planning mistakes.
Speaker: Richard Farkas CMT / President – Strategic Global Investment Services
Richard Farkas, CMT, President of Strategic Global Investment Services manages ETF portfolios for individuals and institutions. Based in Campbell, CA – Richard is past President of (MTA) Market Technician’s Association – San Francisco Chapter. Richard is a member of the ETF Advisor Hall of Fame recognized by Research Magazine in October 2008. He is a frequent writer for Worth Magazine, KDOW radio guest. His lecture topics include investment strategies, ETFs, and technical analysis.
When & Where
AAII Silicon Valley Chapter
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.