Save the date for our 17th Annual Dinner

Click here for more information on the evening!

Join us October 18th for lunch with Dave Meats, Morningstar Research Services

Click here for more information.

Upcoming Events

November 15, 2018 – Luncheon with William Trout

March 6, 2019 – 17th Annual Investment Strategy Dinner

Our mission is to Lead the Austin investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our members and the community.

 

 

 

 

What is the CFA Difference?

The Chartered Financial Analyst (CFA) designation is a badge of distinction.  It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. Learn More…

Click here to view State Resolution honoring statewide Charterholders.

Find us on Facebook

From Twitter

Become a Member

Members enjoy many benefits. Join Now!?

Sponsorship

Raise your firm’s profile through events and activities.

Mentorship Program

Applications to be a Mentor and to be Mentored.

Volunteer

Get involved. Build your network. Accelerate your career.

Thank You To Our Platinum Sponsors