Starting an Investment Club. What is an Investment Club? Educational Investment Social.

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Presentation transcript:

Starting an Investment Club

What is an Investment Club? Educational Investment Social

Investment Club Facts Average Club Portfolio = $40, % of investment clubs are women-only Average individual monthly investment = $58 Average monthly club investment = $928 Average club is 4 years old Median member age is 50

How an Investment Club Works Participant roles Pooled money Group decisions

Starting an Investment Club Existing groups Online communities Friends Family

What to do to maintain membership…and morale!

Why join? PROSCONS

Ready to start or join a club?

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