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Investment Club Services

Investment Club Leadership

• We work with the club leader to plan an agenda for the organizing meeting.
• We can Attend the organizing meeting and answer questions that potential members may have about the legal, social, financial, and educational issues that face new clubs.
• We visit with clubs that have been struggling with formation to assess where they are and what "next steps" would be most appropriate to help them move forward.
• We can help organize a club and develop strong management skills, two of the critical cornerstones for success.
• Present a challenging and enjoyable education program assures a firm foundation to build wealth for the future.
• We consult with club leadership teams on matters of club management and development of effective ongoing educational programs.

Investing Education Programs

Analyzing Stocks to Buy for Growth

• This course focuses on the issues of recognizing potential profitability, minimizing risk, and paying a fair price for common stock. The emphasis is on investing for the long term and picking stocks that you would feel comfortable with if you were on vacation and out of touch with the market.

De-Mystifying Annual Reports

• This course will help ease the guilt that occurs as you watch your annual reports pile up in April and May with all good intention to read them until you finally dispatch them in July. Students explore the balance sheet, income and cash flow statements, and learn to use ten ratios that indicate profitability, risk and value of a stock.

Developing a Plan to Sell

• Highly successful investors don't buy a stock unless they have a plan to sell it. Selling strategies are most effective when integrated with the investor's strategy for purchasing the stock in the first place.