Dallas Area Investment Groups

Dallas Area Investment Groups Resource Page

There are a number of Dallas area investors groups. Many members of these groups are clients of ours. We also serve as guest experts and speakers for a number of these groups.

Over the decades, we’ve observed that many passionate individual investors are married to a partner who has much less interest in investing. It often makes sense to divide your money into more than one account. This allows you to establish a relationship with a trusted investment advisor now, in case something happens to you later, for the well being of your partner. More information  about this is at the bottom of this page.

Here are the Dallas Area Investment Groups , as well as some resources for members to use:

Dallas Area Investment Groups

Times, dates and places may change over time. Please check before trying to attend.

Dallas Investors Forum:

Investors of all skill levels meet on the 1st, 3rd, and 5th Saturdays to discuss advanced stock market concepts.  Variety of experts &  VIP guest speakers.  No reservation required.  Contact: DFWCANSLIM group in YahooGroups.com.

Breakfast at 8:00am $17  (if you have breakfast or not).  Meetings begin at 8:30am to 11:00am at the Studio Movie Grill, 5405 Beltline Road (972-991-6684), in Addison, TX.

Dallas Managed Risk Investors/Dallas FastTrack User Group:

The Dallas FastTrack User Group is a non-professional group of individual investors who share investment information and use the Investors FastTrack software for mutual funds and ETF investing.  http://www.dallasmris.com/ – All meeting announcements and other calendar events will be posted to this site. One of the oldest Dallas Area Investment Groups in the DFW area.

AFTA – Association of Technical Analysts:

Investors of advanced analytical skills meet monthly to discuss using technical analysis in stock market investing.  Check website for list of exceptional speakers for the year.  www.afta-dfw.com.

Crown Plaza, 14315 Midway Rd., north of 635, 6:30 pm registration & mingle, presentation at 7pm-9pm  $25/meeting or $100 for the year.

Mutual Fund & ETF SIG (Special Interest Group):

All experience levels, discuss mutual funds and ETFs.

4th Saturdays beginning at 9:30am -  LaMadeline Restaurant, NE corner of Preston & Forest.

Dallas IBD MeetUp:

Investors of all skills come together to discuss using IBD for investing.

$2 to cover cost of hand-out.  http://IBD.meetup.com/265/ Contact: Charlotte Hudgin, 214-995-6702, charlottedh@yahoo.com.  Borders Bookstore, SE corner of Preston & Royal.

Day Traders Special Interest Group:

A special interest group (SIG) from AFTA.

Call for directions and parking/entrance information.  3rd Saturdays beginning at 10:30am.  Jim Harrison, 214-878-8221, Baylor College of Dentistry, 3302 Gaston Ave., Room 310

Establishing a Relationship with a Trusted Investment Advisor Now – even as you participate in Dallas Area Investment Groups

As mentioned above, many passionate individual investors are married to a partner who has little interest in investing. It often makes sense to divide your money into more than one account. This allows you to establish a relationship with an investment advisor now, in case something happens to you later. Over the decades we have seen this work very well for families.

If this sounds interesting to you, please read more about how we work with our clients. The Great Investment Management page is a good place to start. While you are at this website, please explore the other pages. There is a wealth of information, philosophy, etc. that will be helpful to you as an investor.

If you know of other Dallas Area Investment Groups we should add to this list – or corrections in this list, please contact us.

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