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Have you just organized a new investment club? Are you still trying to make sure you've taken care of all of the details to start a club? Or perhaps you are in a more mature club looking to enhance your club experience.

The purpose of a club visit is to discuss NAIC benefits and philosophy, give direction in the formation and operation of a club, and to share ideas on how to overcome issues that many clubs encounter.

The NAIC Houston Chapter has experienced volunteers available to visit clubs, to discuss details of running a successful investment club and to suggest ways to enhance your experience as a club member.

Our volunteer will answer questions about issues of particular concern to your club. These visits are short enough that you can work them into your regular meeting agenda. They are not intended to teach investment techniques. See our regular class offerings for that, or consider inviting us to teach a "Workshops To Your Door" for your club or "Classes On the Road".

Please download the related file Club Visit Request Form, provide the information requested, and forward it to us. Please include a copy of your portfolio's recent Valuation Statement (if available). A Chapter Director will contact you to schedule a visit.

There is no charge for a club visit Some sample topics for a club visit: (others may be added in the future)

  • Starting an Investment Club (2 hours or 2-1 hour visits)
  • Troubleshooting investment club operations
  • What is the NAIC Houston Chapter and what support does it offer our club?
  • What to do when a member resigns.

Club Visit Request Form

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