Our Vision

Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards.

Our Mission

To promote the highest professional and ethical standards with the investment community.
To encourage our membership and others to earn the Chartered Financial Analyst® (CFA) designation.
To provide and promote educational opportunities for the investment community.
To be advocates outside the investment community on issues that affect our profession.
To inform the local business and educational communities of the efforts and importance of our Society and to foster the exchange of ideas and information.