Upcoming Events

    Annual Meeting, Featuring Brian Singer

    June 07, 2017
    5:30 PM to 8:30 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    1hr PD Credit

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    SEHFA's Annual Southeast Alternative Investment BBQ

    July 20, 2017
    5:30 PM to 8:00 PM

    Magnolia Hall at Piedmont Park
    1320 Monroe Drive NE
    Atlanta, GA 30306

    Join us for this special event!

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    Investors First Month | April 2017


    Putting investors first means to

    • Commit to the highest ethical standards, and expect the same of others. Action: Endorse the Statement of Investor Rights

    • Adapt governance or incentive-related business practices so they align with and support putting the client first. Action: Adopt the CFA Institute Asset Manager Code

    • Focus on assessing and understanding your clients' needs and goals. Action: Incorporate the Integrity List into your practice and raise awareness of it within your organization

    Paul Smith, CFA | President & CEO, CFA Institute | Putting Investors First Video #Investorsfirst 

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    Contact Us

    Cathy Ford 
    Executive Director 
    4355 Cobb Parkway | Suite J-533
    Atlanta, GA  30339
    678-324-8474 or cathy@asfip.org