Starting an Starting an Investment ClubInvestment Club

What is an What is an Investment Club?Investment Club?

• Educational

• Investment

• Social

Investment Club FactsInvestment 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

How an Investment How an Investment Club WorksClub Works

• Participant roles

• Pooled money

• Group decisions

Starting an Starting an Investment ClubInvestment Club

• Existing groups

• Online communities

• Friends

• Family

What to do to maintain What to do to maintain membership…and morale!membership…and morale!

Why join?Why join?• PROS • CONS

Ready to start or join a club?Ready to start or join a club?