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

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Presentation on theme: "Starting an Investment Club. What is an Investment Club? Educational Investment Social."— Presentation transcript:

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 membership…and morale!

7 Why join? PROSCONS

8 Ready to start or join a club?


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