The AAII EASTERN MICHIGAN Chapter presents...

Robo-Advisers: What They Do and How to Beat Them

    Discussed by:        

    Jaclyn McClellan
    Associate Financial Analyst, AAII; Product Manager, AAII Dividend Investing

Online advisory services, or robo-advisers, are a new phenomenon in today's world. With their growing capacity, sevices and assets under management, it's important to understand not only what they are, but how they work. Many robo services are attempting to cater to individual investors, but are they better than human advisers? If you are considering a robo-advisory service, there are several important elements to look for before handing your money over. Jaclyn McClellan will also show you how you might get better returns on your own.

Attend This Meeting and Learn...
What robo-advisers are, along with their benefits and caveats
How robo services handle portfolios in changing market conditions
How the performance of robo-advisers compares to human advisers

  MEETING DETAILS
Date:
Tuesday, September 20, 2016
Time:
6:30 PM    Registration/Social Time
7:00 PM    Program Time
8:30 PM    Q & A Time
Location:

Livonia Civic Center Library
32777 Five Mile Rd.
(Just East of Farmington Rd.)
Livonia, MI 48154
734-4662491
[ Map This Location ]

Payment:

In Advance
Everyone, $10/person
Mail, postmarked by 9/13
Email by 9/17
to marilynb32@aol.com

At the Door
(space permitting)
Everyone, $15/person


  Special Interest Groups (SIGs)

Subgroups

Computerized Investing
Jack Lockman, aaiiemcig@yahoo.com
This SIG meets five times a year at 10:30 a.m. at the Farmington Community Library, 32737 12 Mile Rd., 1/2 mile west of Orchard Lake Rd. The group discusses fundamental and technical methods of investing in stocks, bonds, ETFs and mutual funds. It reviews the latest software to achieve maximal profit goals.  The meetings scheduled for 2016 are: February 20, April 23, June 25, Oct 1, November 26.

Managed Risk Investors (Previously known as FastTrack)
Tim Hudson, thudson@charter.net
This SIG meets regularly on the SECOND Monday of each month at 6:45 p.m. at the Troy Community Center on Livernois just north of Big Beaver Rd. The group consists of active investors who share investment and trading knowledge. The goal is to profit from investments while managing risks, primarily using mutual funds and ETFs.

Detroit Technical Analysis Group
Jim Melillo, technical.analysis.group.mi@gmail.com
This group meets at 4-6 week intervals at 10:30 a.m., either at the Farmington Branch Library, 23500 Liberty St., Farmington, MI 48335 or at the Farmington Community Library, 32737 W. 12 Mile Rd., I/2 mile west of Orchard Lake Rd. . The group will evaluate all forms of technical analysis, their use and combinations in helping you to develop a profitable market strategy.  All software programs may be considered. Go to http://aaiiemich.com for a schedule of meetings, dates, and venues.

For more current information about all of the subgroups, meeting dates and the chapter, go to www.AAIIemich.com

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