We are a group of working women from Cleveland , Ohio who formed an investment club in January 1996. Our first year was definitely a learning experience, but the learning curve is long and winding. H ighlights We follow the NAIC principles to guide our decisions. We use E-Trade for our buys and sells. We pay a minimum monthly due.
Members can contribute more and thereby own a greater portion of the partnership.
We use our experience as a resource for ideas. O ur S tory One of our primary goals when we established this club was education. At each monthly meeting, we try to introduce a new investment concept, or a new industry and somebody always has a new company suggestion. We find that learning together increases our motivation and the shared workload is lighter. We have had to make adjustments and rethink our strategies.