Model Investment Club

Focused on Finding and Selecting
Small and Mid Sized Companies
for a Portfolio

Ready to grow your investing expertise? Register now for our upcoming Model Stock Investment Club meeting! Discover how the Rocky Mountain Chapter Model Investment Club operates and learn valuable strategies for evaluating small- and mid-sized companies – often overlooked gems with annual revenues under $10 billion.

 

Stock presentation: Innovative Aerospace (IA), f/k/a Innovative Solutions (ISSC)

 

    Innovative Solutions and Support, Inc. specializes in engineering, manufacturing, and supply of advanced avionics solutions. The Company's global product reach and customer base span commercial, business, aviation and military markets, catering to both airframe manufacturers and aftermarket services for fixed-wing and rotorcraft applications. 

 

Presenter: Betsy Wills

 

    For over 40 years, Betsy was a securities and corporate attorney. She has been a trial attorney with the Securities and Exchange Commission’s Denver Regional Office; an attorney with two Denver-based national brokerage firms; and a University of Denver Sturm College of Law adjunct professor where she taught securities law.
    During her career, she represented companies conducting initial public offerings, clients in regulatory defense matters and investors who have been victims of fraud and unsuitable investment recommendations.
    Betsy is an active member in an investment club, which she founded in 1999. 

 

Educational Focus:

"Improve Portfolio Performance: A look at PERT's buy valuation metrics." 

 

Presented by Dori Raser

Dori Raser is President of BetterInvesting's Golden West Chapter and a volunteer with the Rocky Mountain Chapter. She currently serves as the Portfolio Manager of the Golden West Model Investment Club and is a past President of the Rocky Mountain Model Investment Club. Dori retired from LAUSD, where she worked as an Assistant Principal, Elementary Instructional Specialist. Prior to that she had 10 years of experience working at Merrill Lynch as a Registered Assistant with Institutional Sales. While she hopes to someday return to Colorado, she currently lives with her husband in Los Angeles, California. 

​Model Investment Club dates for 2026:

September 16, 2026

October 21, 2026

November 19, 2026

 

Model Investment Club dates for 2027:

January 20, 2027