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The AAII Washington D.C. Metro Chapter presents...


"Managing Portfolio Risk Using Asset Allocation Strategies"

    Discussed by:

    Bob Pugh, CFA, CFP
    President, Founder, Insight Wealth Management, Inc.

Investing should focus more on managing risk than on chasing return. This presentation will discuss asset allocation as an inexpensive technique to manage investment and market risk in your portfolio, and to seek as much return as possible given your risk tolerance. Market timing is unreliable and derivatives are expensive and complex. Asset allocation tailored to the investor’s risk tolerance provides a tool that allows investors to survive market downturns and profit from growth.

Attend This Meeting and Learn...
An overview of alternative portfolio risk management techniques
How exposure to diversified asset classes affects the risk and return of your portfolio
How to use asset allocation as your key portfolio risk management strategy

  MEETING DETAILS
Date:
Saturday, February 16, 2013
Time:
9:00 a.m.    Registration/ Social/Continental Breakfast
9:30 a.m. – 12:30 p.m.    Program
Location:
Marriott Courtyard Alexandria Pentagon South
4641 Kenmore Ave. (at 395 and Seminary Rd.)
Alexandria, VA 22304
703-751-4510
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Payment:
Advance Registration (before 2/13), $53/person
Late Registration (after 2/12), $58/person
Walk-In (At the Door) Registration (Space Permitting), $63/person

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  SUBGROUPS

Subgroups
Computerized Investing Special Interest Group (CISIG)
In January, CISIG will meet at 10:00 a.m. to 1:00 p.m. at the Reston Regional Library, 11925 Bowman Towne Drive; Reston, VA 20190. In February, CISIG will meet at 10:00 a.m. to 1:00 p.m. at the Dolley Madison Library, 1244 Oak Ridge Avenue; McLean, VA 22101.
The CISIG generally meets on the fourth Saturday of the month. For more information, go to www.aaiidcmetro.com. If you have a question, you may contact Bob Bigrigg at clarkgib@yahoo.com or Atul Agrawal at atulusa@yahoo.com.
Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library, 7400 Arlington Road, Bethesda, MD 29814

The MISIG generally meets on the third Wednesday of each month. For more information, go to www.aaiidcmetro.com. If you have a question, you may contact Sondra Katz at sondrakatz@yahoo.com or Ferd Hassler at fhassler@aol.com.

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