AAII: The American Association of Individual Investors

The AAII HOUSTON Chapter presents...

"Building Diversified, Low-Cost Portfolios for Retirement"

Craig Israelsen will provide a comprehensive 48-year review of “why” and “how” we build a diversified portfolio. In addition, several ultra low-cost diversified portfolios will be outlined. The 7Twelve Portfolio philosophy will be introduced.

Attend This Meeting and Learn...

The “why” of portfolio diversification
The “how” of portfolio diversification
The “next steps” to actually build and manage an ultra low-cost retirement portfolio

Saturday, January 20, 2018
8:30 AM    Registration/Social Time
8:30 AM    Refreshments Time
Trini Mendenhall Community Center
1414 Wirt Road
Houston, TX 77055

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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.


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Contact: Rohit Millstein,rohitmillstein@yahoo.com