We are often asked how to go about finding and joining an Investment
Club. Unfortunately, due to the IRS & SEC rules governing BetterInvesting,
we may not distribute a list of clubs to individuals.
Under IRS & SEC rules, an investment club is
considered to be a privately-managed mutual fund. BetterInvesting is a
non-profit organization created to educate individuals about investing and
how to make wise investment decisions. As a non-profit organization, we have
many strict rules and regulations we have to follow in order to maintain
non-profit status. Under other SEC and IRS regulations, as a non-profit
organization, we're not allowed to give any specific investment advice or
tell you where to invest your money. Providing a list of members looking for
clubs, or clubs looking for members may be considered to be giving
investment advice.
From our experience, the best way to find a club is
through word of mouth. With hundreds of clubs in the Rocky Mountain region, you
may already know someone who is either in a club, or knows someone who is in
a club. Start asking around at work, at school and in every organization you
belong to. Clubs are often more receptive to inviting a person to visit if
the person is referred through a mutual acquaintance. Many investment clubs
meet at libraries, senior citizens centers and other community rooms. You
might ask the reference desk librarian, or the person who schedules the
meeting rooms if any clubs do utilize their facilities. Putting a card up on
a bulletin board at the library and other places advising you're looking for
an investment club might aid in finding a club.
You might want to organize your own club - it's not as hard to do as you
might think. Friends, co-workers, family members and other acquaintances
might be interested in starting a new club with you. If so, the Rocky Mountain
Chapter is glad to help you get off to a good start. Experienced chapter
directors are available to assist you.
Some clubs in the Rocky Mountain Chapter welcome visitors who are interested in
observing the investment club experience, others are looking for new
members. Click on a listing of clubs in the Find a Club to see which clubs are participating:
Find A Club Excel file
Find A Club .PDF file
Please call the club contact for more information well
in advance of a planned visit. Not all meetings are open. Visitation
privileges are at the discretion of the club. An invitation to visit a club
is not an invitation to join.
Every club is unique. Rocky Mountain Chapter does not
endorse any club. Nor do they guarantee the portfolio performance or that
BetterInvesting principles are used by these clubs. Find-a-Club is for the
convenience of the clubs and to assist members wishing to learn from each
other.
