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The following information can be provided to assist with forming and informing a club:



Information 

  • BetterInvesting New Club Brochure – to assist with explaining to others what an investment club is and what it does
  • Club Operations Handbook – the guidebook for planning and running your club
  • Intro to Investing Handbook – information about the basics of investing for people who are new to investing
  • Stock Selection Handbook
  • Information about software for Investment Club Accounting
  • Information on software for stock research and evaluation
  • Chapter class schedule – The Pittsburgh Chapter has many classes for beginners through advanced investors interested in investing.
  • Model club meeting schedules


Assistance

  • Assistance with authoring Partnership Agreements and Operating Procedures
  • Assistance with completing the Club Application for BetterInvesting
  • Information and assistance with selection brokerages and banks
  • A comprehensive checklist for getting the club started
  • Developing an education program for yourself or your club

 




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