The AAII Columbus Chapter presents...

"Dynamic Global Strategies for Intelligent Investing"

    Discussed by:

    Brial Wissman
    Vice President and Branch Manager Columbus, Charles Schwab
    Tim Kohn
    Managing Director, Windhaven Investment Management Division, Charles Schwab

Brial Wissman and Tim Kohn will present an overview of Schwab Capabilities for the independent investor, with additional focus on global investment strategies provided through Windhaven Investment Management, Inc. Windhaven is a leading investment advisory firm and an affiliate of Charles Schwab. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure in declining ones, Windhaven has created a range of diversified strategies available through Schwab.

Attend This Meeting and Learn...
Ways to best utilize the Schwab platform to meet your investment needs
Strategies for global diversification
How to adapt investment portfolios in a climate of rising interest rates

Wednesday, April 16, 2014
6:15 p.m.    Dinner
7:15 p.m.    Program
MCL Restaurant & Bakery
3154 Kingsdale Center
Upper Arlington, OH 43221
[ Map This Location ]
At the Door
Everyone, the menu cost and tip of your restaurant meal. A one
dollar tip per person is suggested for the waiter. There are no
other charges.
Smith by 3 days prior to the meeting date, to give us an idea
of how many people will be attending the meeting and how many handouts to print. Telephone number: 614/885-1480;


Subgroup 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.


Computerized Investing
Information: James Hapner, 614/823-8625
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May at Panera Bread, 875 Bethel Rd., Columbus, OH.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to
11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.

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