The CFA Society of Orange County (CFAOC), formerly the Orange County Society of Investment Managers, has established the CFA Society of Orange County Foundation (CFAOCF), a 501(c)(3) nonprofit public benefit corporation.

The mission of the foundation is to foster, promote and encourage the development of professionalism by the Orange County Investment community; and to heighten public awareness of this professionalism by:

1. Providing educational scholarships for the study of financial investment practice at colleges and universities located in and around Orange County, California; and
   
   
2. Supervision of a select group of students of financial investments in the management of all or a portion of the investment portfolio of the corporation.

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

• About CFA Institute
• CFA Institute Mission Statement
• CFA Institute Boards and Committees
• Contact CFA Institute

CFA Society of Orange County Foundation

4533 MacArthur Blvd.
Suite 182
Newport Beach, CA 92660

(949) 253-8888
foundation@cfaocf.org
www.cfaocf.org