Getting Started |
What is an Investment Club? There's nothing mysterious about an investment club. Here's a good introduction to investment clubs. |
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Top 3 Steps to Starting an Investment Club Here are three easy steps to getting an investment club rolling: Legal setup, the club books, and setting up a brokerage account. |
Starting an Investment Club This article includes all the tips and tricks to get your club off the ground without a hitch. |
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Your Initial Letter Want to ask your friends to join but don't know how? This non-invasive letter will put a fun spin on starting an investment club. |
Starting an Online Investment Club Learn the differences between traditional and online clubs - and learn the ins and outs of cyberspace clubs. |
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A Partnership - Really? Here is a little detail on why a partnership may be the best legal form when starting an investment club. |
Warning, Warning Learn about some key pitfalls to avoid when starting on your investment club adventure. |
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Silent Partners? Some detail on whether or not your investment club can, or should, have silent partners as members. |
Finding an Investment Club Having trouble finding an investment club to join? This article will help you tackle the task of finding the best club for you. |
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Setting Initial Goals for Your Investment Club Successful investment clubs have goals that make sense - and stick to them! |
Essentials for Starting an Investment Club |
Sample Partnership Agreement This sample investment club partnership agreement will give you the edge in starting your club legally and correctly in your state. |
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Sample Bylaws/Operating Procedures Tough figuring out the details of investment club procedures? Your not alone. These sample bylaws will help. |
The Mission Statement A solid mission statement will make sure all partners are on the same page when starting an investment club - this is a must! |
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Fun and Education Remember, being a part of an investment club means much more than making a profit over the long-term. |
Sample Meeting Agenda and Minutes A sample meeting agenda and minutes for an investment club. |
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Investment Club Accounting Having trouble understanding unit valuation? This article will help you figure out your club accounting and where to go for help. |
Maintaining Your Investment Club |
Adding New Members Did you have a member leave recently - need to fill his or her space? Maybe you would like to increase contributions? Here is more on adding new members. |
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When to Sell Your Stock Selling in an investment club can be one of the most difficult tasks to undertake. Remember, it's only buy-and-hold if it makes sense. |
Club Hardship Guidance Having trouble coming up with monthly club payments? Investment Club hardship may be for you. |
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Running an Organized Meeting One of the biggest struggles mentioned by club presidents. |
Getting Fear out of Your Club Be careful when fear creeps into your club atmosphere. You never know what could happen. |
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Preparing For Your Club's Annual Audit There are a few things you must remember when completing your club's annual audit. Our free Investment Club Audit Checklist can help. |
Should Your Club Have a Business Plan? Are your bylaws and mission statement enough, or do you need more? |
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When Should Members Be Allowed to Join or Leave a Club? Best practices for admitting, dismissing, or withdrawing partners. |