Our Investment Club
Our investment club was founded with a simple but powerful mission: educate and empower members to reach financial freedom together. Our members are not recipients of generational wealth, but desire to create wealth for their heirs.
Wealthy By Design
Performance
We seek to outperform the Standard & Poor’s 500 index for any sliding 5-year period.
We work together to manage portfolio risk overall, while aggressively pursuing opportunities in the market based on disciplined research.
Summary of minutes, club investments, risk assessments, annual returns, and analytics are provided annually in the Wealthy By Design: Prospectus.
Club Members
Our club does not publish names of its members to the public domain.
Join
All invitation-only membership seats are currently filled.
All officer positions are currently filled.
