Starting an Investment Club

1
Starting an Investment Club
2
What is an Investment Club?

• Educational
• Investment
• Social

3
Investment Club Facts

• Average Club Portfolio 40, 366
• 54 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

4
How an Investment Club Works

• Participant roles
• Pooled money
• Group decisions

5
Starting an Investment Club

• Existing groups
• Online communities
• Friends
• Family

6
What to do to maintain membershipand morale!
7
Why join?

• PROS

• CONS

8
Ready to start or join a club?