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About Us

  • Our mission is to teach individuals how to become successful strategic long-term investors, employing fundamental analysis tools developed by the NAIC, to study common stocks and mutual funds.

  • Our chapter serve Wayne, Oakland, Macomb, Livingston, Monroe and Washtenaw counties.

  • Board members consist entirely of volunteers.

  • We have three levels of board members; Directors, Associate Directors, and Volunteers. All board members start at the volunteer level and advance based on their desire, abilities and performance. Associate Directors are selected from the volunteers and serve a one-year term with annual renewal. Directors are selected from the Associate Directors and serve a three-year term.

What do we expect of our board members?

  • Regular attendance at chapter board meetings (September through June).

  • Serve on at least one chapter committee.

  • Make meaningful ongoing contributions to the chapter (such as teaching a class, creating a class, schedule facilities for our classes, etc.).

  • Sign and follow the standard of conduct agreement.

  • Current NAIC membership.

  • Some experience with NAIC investment tools.

What are the benefits of being a board member?*

  • Increased investment knowledge.

  • Learn new skills.

  • Camaraderie.

  • Mileage reimbursement.

  • Attendance at chapter-sponsored events at reduced rates or free.

  • Possible partial reimbursement to attend national NAIC events.

  • Free On-line Premium Services.

  • Ability to purchase NAIC software and other NAIC merchandise at discount prices.

*Details will be given at the new volunteer training session.

Volunteer Application
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