The website of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)
Home | Financial Planning SIG | Breakfast Club SIG | AAII National Website

Welcome to the Home Page of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)

How to receive notices about our local activities:
Write to AAIIrochester@Gmail.com

AAII Rochester, New York Board Members
President Paul Gorman 585-381-5476 
Secretary Open This could be You!
Treasurer Laurence Dunham 585-586-6029
Program Chair Rowland Billy● 585-654-9258
Facilities Chair Jim Patterson jpatterson007@icloud.com
Webmaster Brett Templar


Breakfast Club SIG Jeff Fraser 585-482-3654 
Financial Planning SIG Diep Chu


Program Coordinator Laurence Dunham 585-586-6029
Program Coordinator Nick Chloros nick.chloros@gmail.com
Registrar Anthony Gingello 585-225-9131 
Historian Jeff Fraser 585-482-3654
●Past presidents

Your Rochester Chapter of AAII is off and running! Here is a list of upcoming events.

1)    Our next Breakfast Club meeting will be Monday, December 30th

2)    Financial Planning SIG next meeting: January 23, 2020 The topic will be long term care update


What you might have missed: Will be updated soon. Here it is....

What you might have missed as of 12/10/19  

Here are some things you might have missed on our website: AAII Rochester Chapter

1.      On the Breakfast Club page there are links to the last Meeting Minutes, almost current Portfolio’s as well as some of the discussions that took place. Grab a copy off the Breakfast Club Discussion page from the Current Discussion link. Our next meeting will be Monday, December 30th

2.      Portfolio 34 is up 16.8% since January and leads the three major indices.  35 is down 19.45% since July, as are two of the three major indices.  The portfolio is led by Gerald Fassell’s selection of Raytheon (RTN), up 20.5%.

3.     As a follow up to the Oct meeting on Factor Investing by Mark Armbruster,

we finally received the presentation materials. Click on the link to grab it:

Here is the presentation material: Factor Investing

4.       The next Financial Planning SIG date and time: TBD

5.      On the Strategery Links page, there is a link to the Chaikin Analytics Blog. The blog post is about “Portfolio Diversification”. Very interesting. If you know of any other informational Blogs we can link to, let me know. pheasynews@gmail.com




Also, check out some interesting Blog posting's


Ask Leo - What happens when I die?

The Mission of the AAII Rochester Website is to:

Use the internet to provide effective knowledge about investing
Use the Internet to serve AAII Rochester's existing goals and objectives
Foster a sense of community among AAII Rochester members
Promote AAII Rochester membership
Promote AAII Rochester events and programs
Facilitate communication among AAII Rochester members
Publish news and information relating to AAII Rochester
Allow online membership registration

Features of the AAII Rochester Website

Upcoming programs and events
Member news
Sharing ideas and resources
Shadow Portfolios


Due to the response from the Chaikin Analytics presentation, our club was able to secure a special price for their annual subscription. If interested, email Brett at the address above for additional information.


Special invite to the Syracuse Chapter Subgroup mtg:

Did you know that there is another AAII Subgroup just up the road in Syracuse. Anyone is invited to attend their next meeting. Not sure the topic but I am sure it will be good….


Future Meeting Dates:

Thursday, December 12, 2019, Next meeting of the AAII Syracuse Subgroup, at the Liverpool Public Library.

December Meeting Topics:

1- How to make our meetings more productive.  We will talk about ideas submitted by some of our members, see the following page.
2- Market performance since our last meeting.

Future meeting dates:

Thursday, January  9, 2020  7:00PM to 8:30 PM in the Sargent Meeting Room of the Liverpool Public Library
Wednesday, February 5, 2020  1:00PM to 2:30PM in the Sargent Meeting Room of the Liverpool Public Library