Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
Mission: to serve our members and the Southern Arizona investing community by promoting ethics, education, and professional excellence.As one of CFA Institute member societies, our society connects members to a global network of investment professionals.