Share Navigator Investment Clubs

Introduction

Share Navigator Investment Clubs offer the structure and support that many people need to get started investing. Typically members can start investing with as little as €100 per month. The fact that they can accumulate large investment amounts from small individual investments also helps reduce the exposure to risk for individual investors.

What exactly is an Investment Club?

As the name suggests, an Investment Club is a club established by a group of people specifically for the purpose of sharing the experience of directly investing in the Stock Market. Investment Clubs will normally be established by a group of people who are friends, relations, colleagues, or people who already share membership of a sporting or social club. But whatever other interests may bind its members; the purpose of coming together to form an Investment Club is to facilitate share investment.

Over the medium to long term investment horizon, it has been shown that equity investments outperform their traditional investment (even with the recent meltdown in the financial markets!). International experience has shown that Investment Clubs offer people an ideal vehicle through which to take their first steps towards share ownership.

How does an Investment Club operate?

There are many ways in which an Investment Club operates. Share Navigator will provide the Investment Club with rules, guidelines & constitution for successful governance. At a very basic level there are 8 steps in operating an Investment Club:

  1. A group of people join together and agree to invest in the stock market together
  2. A set of rules that will govern the behavior of the Investment Club and the members within it is agreed by all members. A constitution is drawn up to govern the club. Share Navigator will provide you with club rules & a club constitution.
  3. Members of the Investment Club will agree on the amount of Investment e.g. €100 per month per member into the Investment Club.
  4. The Investment Club will set up a Bank Account.
  5. The Investment Club will open up a nominee account with a reputable stockbroker. Share Navigator will help you with this.
  6. Members of the club will be educated by Share Navigator immediately
  7. A programme of activity is agreed – such as stock market research for the members of the Club.
  8. Regular, professionally organised meetings are held at which the business of the Investment Club is conducted.

 What are the benefits of membership of an Investment Club?

Many people may find that they would prefer to become involved in share investment in association with a group of like minded people rather than on their own. There are a number of practical benefits to Investment club membership:

  • Collective Research: It allows members to pool their time and energy in researching different companies or identifying investment opportunities.
  • Collective Knowledge: It establishes a forum to which speakers with a particular knowledge of an industry or a company can be invited in order to broaden the relevant knowledge of members and inform particular investment decision.
  • Reduced Costs: Membership of a club reduces the relative transaction costs that would normally be associated with share investment.
  • Investment Pooling: Pooling of investments in a club allows members enjoy the advantages of having a stake in a larger portfolio of shares than might be possible for many individual investors.
  • Risk Management: The size of an Investment Club Portfolio allows it to diversify its risk. This may not be available to individual investors with small amounts to invest. Share Navigator provides the education and software to help Investment Clubs manage their risk
  • Fun: Investment Clubs have a social element. They provide an opportunity to meet new people, to network and to have a bit of fun!

The Share Navigator commitment to your Investment Club

As a member of a Share Navigator Investment Club we will commit to providing you with a first class professional service for the lifetime of the club. This includes:

  1. Investment Club Set Up:
    1. Guidelines
    2. Constitution
  2. Education:
    1. Full access to our stock market university programme
    2. Full access to our option trading university programme
    3. Including access to our state of the art self paced e-learning programme
  3. Support:
    1. Phone-in support service during normal business hours
    2. Weekly Webinars to all club members
    3. Monthly Support Meetings to your club members
  4. Services from our strategic partners:
    1. Stock Brokers (Reduced trading costs only for Share Navigator clients)
    2. S&P company reports
    3. Economic Reports
    4. Options & futures reports
    5. Interactive Charts
    6. 11 pieces of trading technology designed to help you manage risk

Membership Costs involved

This is the best part. The investment club will pay Share Navigator a monthly fee of just €200 (this works out at as low as €10 per member per month assuming the club is full with 20 members).

There is also an initial once off membership fee of €295 per member.

The club membership entitles all members of the club to unlimited access to all of our education and support programmes.

Interested and want to find out more?

Click here to Book a FREE ‘One to One’ consultation