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.
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 NAIC Pittsburgh Chapter has experienced volunteers available to visit clubs, to discuss details of running a succesful 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 private class for your club.
In the box at the right, you'll see a link to our Club Visit Request form. Please download it, provide the information requested, and send it to us. Please include a copy of your portfolio's recent Valuation Statement. Someone from the Chapter will get in touch with you to schedule a visit.
There is no charge for a club visit.
Club Visit Request Form
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