Investment Clubs

How do I start an investment club?
BetterInvesting has helped many thousands of investment clubs get started. Click on the links below to learn more about how to start and operate a successful investment club:


How to Start an Investment Club Brochure (PDF) - 10 steps to club success
How to Start an Investment Club (Video)
Investment Club Application (PDF)
Investment Club Operation Handbook
Model Club Listing

Also, to help make the process as seamless and easy as possible, many BetterInvesting chapters across the country have established model clubs.  These model clubs follow the investing principles and club management guidelines of BetterInvesting and can be a great source of guidance when starting a club of your own.



How do I open a club checking and brokerage account?
Most clubs begin with both a checking and a brokerage account. Some brokerage accounts include check-writing privileges. Consider using your local bank or credit union and a discount or online brokerage firm. Choose the type of broker (full-service, discount or online) that best matches the goals and needs of your club. MyStockFund (online broker) has partnered with BetterInvesting to offer discounted pricing for members.

What are the advantages of an investment club?
A club provides the opportunity for its members to share the load and pool their knowledge to learn more — with less time and effort — than they can on their own. Clubs are an excellent way to stay focused, gain experience and accelerate investment learning. Social interaction with like-minded members also adds an important and enjoyable dimension to the club experience.  New investors find that a club provides a safe and supportive environment to learn the basics of investing, while experienced investors gain an opportunity to sharpen investing skills.

All club members benefit in added buying power through a shared portfolio that enables the club to invest in stocks that an individual may not be able to afford on their own and quickly build a diversified portfolio.

What is an investment club?
A traditional investment club is a small group of individual investors who come together to learn, share investing experiences and help each other become more successful investors. At group meetings, usually held monthly, members pool their investment dollars, review studies of stocks presented by club members and select one or more stocks to buy, based on BetterInvesting's unique investment methodology.

An alternative approach to the traditional club is a self-directed investment club. Just like traditional clubs, self-directed investment clubs meet regularly and share analysis, insight and information in pursuit of investment opportunities. The difference is that after investment decisions are made, club members invest through their own accounts.