Investment Clubs

Please note - I am no longer actively involved in investment club accounting. I am leaving these pages available as a public service.

for 'Investment Club & Treasurer Presentations' - click this link:
Investment Club Accounting Workshop Presentations
Ex-Dividend dates from Yahoo:
Stock Symbol:
my investment club is Money Tree Investment Club
click here for visitor information
Forms and Links
From NAIC
The Club Treasurer's Duties
Verifying the Club's Books
NAIC Club Accounting Made Easy (...almost)
Investment Club Annual Verification Report

Basic help for Newbies and other stuff from Gene Rooks
Audit - Reading Your Reports
Treasurer Guidelines
Agreement of New Partner
Membership Application template (download and modify to suit your club)

Stuff from Mike Jones
New Member Prospectus