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Goals

Our goal is to provide and be recognized as the premier local forum for serious investment professionals.  We strive to fulfill this purpose as:

  • A local forum bringing together people, knowledge and practical experience.
  • Respected partner with local investment firms, business people and media serving mutual interests and a meaningful exchange of ideas.
  • Voice representing ethical standards of practice and the interests of value of the profession.
  • Promote the value of the CFA Charter to both professionals and individuals throughout the community.
 
     
 

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