Investment Club

 

The Investment Club is a Legal Partnership limited to 18 members with each member having an equal investment in the Club's portfolio.  The Club invests it's assets in recommendations made by it's members and approved by the membership.  The investments include a wide variety of securities including stocks, bonds, mutual funds, ETF's and Options.

The four major objectives of the club are:

1.   To benefit from the wide industry knowledge and investing activities of the members.

2.   To improve our knowledge of investing including industry trends, analysis of securities, market analysis, charting, use of options, etc.

3.   To take more risk than members would normally do in their own portfolios.

4.   To utilize and leverage the ideas and knowledge gained from the club in the members own  portfolios.

We meet every other Monday from 10:00 am to 12:00 noon at the Meeting House of the Unitarian Church. Members are expected to participate and play an active role in the objective setting and management of the Club. Each member is expected to follow and manage his recommendations approved by the membership. He will be the expert or "Guru" on the security and is expected to make proposals or even take decisions on expanding or divesting the investment. 

We currently have two vacant positions and if you have interest in joining, please let us know and we can arrange for you to sit in on one of our meetings as an observer and, upon mutually confirmed interested, offer you membership. A copy of the Partnership Agreement as well as of the currently approved Operating Procedures can be made available for consultation.

For more information, please contact Mário Sá Couto during one of the Thursday Y's Men Meetings, by phone at  203 722 1495 or 203 227 4077 or by -email at This email address is being protected from spambots. You need JavaScript enabled to view it..