Model Investment Club
Purpose: Our Club was formed in 2011 with education as our primary purpose. We are committed to making
every meeting a learning experience. We educate by operating the club in a public forum open to
observation by those who wish to learn how to invest and how to best operate a successful investment club
including buying, selling and monitoring stocks. In doing this we follow the methods and principles of the
non-profit organization BetterInvesting (BI): invest regularly; reinvest dividends and profits; invest in quality
growth companies at reasonable prices and diversify the holdings.
Our members contribute $25-$100 per month which is invested in stocks chosen by majority vote after research
and discussion. As a partner in the club you share in the profits/losses and expenses (Club BI membership and
counting software) and receive an annual K-1 form for income tax purposes.
Guests: We encourage visitors to our meetings which are open for observation by anyone interested in investing
at any experience level. One can visit as often as they wish. Those interested in joining our club need to visit
three meetings before becoming eligible to join.
When and Where: We typically meet from 5:45 pm to 7:45 pm on the second Thursday of every month at the
SF Main Library, 4th Floor, Sycip Room, 100 Larkin Street, San Francisco. (Corner of Grove and Larkin Street,
near the BART Civic Center Station.) Our schedule is available on the local events page.