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Starting an Investment Club

Learn about investment clubs, their educational and social benefits. Discover facts about average club portfolios, investments, and demographics. Understand how investment clubs work, and explore ways to start or join one. Find out the pros and cons, reasons to join, and tips for maintaining membership and morale.

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Starting an Investment Club

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  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. PROS CONS Why join?

  8. Ready to start or join a club?

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