The Club Hub: Investment Club Learning Center
How to Start and Run an Investment Club

Getting Started | ||
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What is an Investment Club?
There's nothing mysterious about an investment club. Here's a good introduction to investment clubs. |
Top 3 Steps to Starting an Investment Club
Here are three easy steps to getting an investment club rolling: Legal setup, the club books, and setting up a brokerage account. |
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Starting an Investment Club This article includes all the tips and tricks to get your club off the ground without a hitch. |
Your Initial Letter
Want to ask your friends to join but don't know how? This non-invasive letter will put a fun spin on starting an investment club. |
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Starting an Online Investment Club Learn the differences between traditional and online clubs - and learn the ins and outs of cyberspace clubs. |
A Partnership - Really?
Here is a little detail on why a partnership may be the best legal form when starting an investment club. |
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Warning, Warning
Learn about some key pitfalls to avoid when starting on your investment club adventure. |
Silent Partners?
Some detail on whether or not your investment club can, or should have silent partners as members. |
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Finding an Investment Club Having trouble finding an investment club to join? This article will help you tackle the task of finding the best club for you. |
Setting Initial Goals for Your Investment Club Successful investment clubs have goals that make sense - and stick to them! |
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Essentials for Starting an Investment Club | ||
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Sample Partnership Agreement
This sample investment club partnership agreement will give you the edge in starting your club legally and correctly in your state. |
Sample Bylaws/Operating Procedures
Tough figuring out the details of investment club procedures? Your not alone. These sample bylaws will help. |
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The Mission Statement
A solid mission statement will make sure all partners are on the same page when starting an investment club - this is a must! |
Fun and Education
Remember, being a part of an investment club means much more than making a profit over the long-term. |
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Sample Meeting Agenda and Minutes
A sample meeting agenda and minutes for an investment club. |
Investment Club Accounting Having trouble understanding unit valuation? This article will help you figure out your club accounting and where to go for help. |
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Maintaining Your Investment Club | ||
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Adding New Members
Did you have a member leave recently - need to fill his or her space? Maybe you would like to increase contributions? Here is more on adding new members. |
When to Sell Your Stock
Selling in an investment club can be one of the most difficult tasks to undertake. Remember, it's only buy-and-hold if it makes sense. |
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Club Hardship
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Running an Organized Meeting
One of the biggest struggles mentioned by club presidents. |
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Getting Fear out of Your Club
Be careful when fear creeps into your club atmosphere. You never know what could happen. |
Preparing For Your Club's Annual Audit
There are a few things you must remember when completing your club's annual audit. Our free Investment Club Audit Checklist can help. |
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Should Your Club Have a Business Plan?
Are your bylaws and mission statement enough, or do you need more? |
When Should Members Be Allowed to Join or Leave a Club?
Ah, a very important question. Find out the answer. |