Investment Club
Chair: Marvin Goldstein
Phone: 203-644-2297
Email:
DURING THE COVID-19 PANDEMIC THE INVESTMENT CLUB IS MEETING VIRTUALLY.
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 its 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:
- To benefit from the wide industry knowledge and investing activities of the members.
- To improve our knowledge of investing including industry trends, analysis of securities, market analysis, charting, use of options, etc.
- To take more risk than members would normally do in their own portfolios.
- To utilize and leverage the ideas and knowledge gained from the club in the members own portfolios.
We meet locally every other Monday from 10:00 am to 12:00 noon. Members are expected to participate and play an active role in the objective setting and management of the Club. Each member is expected to own and manage his recommendations approved by the membership
If you have interest in joining, please let us know and we can arrange for you to sit in on one of our meetings.
For more information, please contact Marvin Goldstein at our Thursday meetings or by email at