The AAII Silicon Valley Chapter presents...

"AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)"

    Discussed by:

    Richard Farkas
    President, Strategic Global Investment Services, Inc.; Financial Adviser and Branch Manager, Raymond James Financial Services, Inc

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 and Learn...
About the important components of an IPS
How to bridge the gap between risk tolerance and portfolio construction
Managing risk is more important than making money

Saturday, March 9, 2013
8:00 a.m.    Registration/Social/ Coffee or Tea (no Breakfast)
8:30 a.m.    Program
9:30 a.m.    First Break/Working Session
10:00 a.m.    Second Presentation
11:00 a.m.    Second Break/Working Session
11:30 a.m.    Q&A
NEW LOCATION! San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 3/2 or online by 3/5)
Everyone, $25/person
Late Registration (Online by 3/7)
Everyone, $35/person
Register online at

. At the Door
Space permitting.
Everyone, $35/person
No Refunds

Pay Online
  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Sunnyvale Discussion Group
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.

Silicon Valley Computerized-Mechanical Investing Group:
Meets monthly at a local library.
See for group information and upcoming meeting details.

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