Investment Clubs

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Investment Clubs - A Warning for Investors
By Tim Hanson (TMF Mmbop)
Ninety million investors own mutual funds. And according to a recent study by Yale professors Antti Petajisto and Martijn Cremers, that means that about 30 million are paying too much to do so.
Am I one of the 30 million?

Investment Clubs - Blaze Your Own IRA Trail
Source: The McGraw-Hill Companies
With a "self-directed" account, your funds can seek out unconventional investments.
Until nine months ago, Hal Fong had a fairly typical individual retirement account (IRA) with all the usual vehicles: mutual funds, stocks, and bonds. Then he finally got tired of the so-so returns. So using a "self-directed IRA," he directed 20%, about $125,000, into a private-equity deal, Pan Pacific Bank, a Fremont (Calif.) startup.

Investment Clubs - Do-It-Yourself-IRA's
By Michael Fritz
Who says your IRA has to be invested in a bank CD or a similar stodgy instrument? You can also do options, risk arbitrage and convertible bonds.
GREGOR RIESSER is not your typical individual retirement account holder. Five days a week the retired 65-year-old Shell research chemist sits in front of his home computer and portable stock quote machine to plot convertible arbitrage plays and other offbeat investments.

Investment Clubs - Using Your IRA or 401K inside an Investment Club
The IRS allows us to use our IRA's and 401K's to invest in real estate and if set up in the right manner with the correct safeguards and controls in place investment clubs could hold a lot of advantages to the small investor. Investment clubs allows you to take part in deals that would otherwise be out of reach. Over the last few years a great many very successful clubs have been formed all over the U.S.

US SEC

Investment Clubs - What is an investment club?

Investment Clubs - Are investment clubs regulated by the SEC?

Investment Clubs - How do you know if an investment club is making a public offering?

Investment Clubs - Do securities laws apply to a person who provides advice to an investment club?

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Securities and Exchange Commission
The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.

Current Investment Clubs Article Index

A Warning for Investors

Blaze Your Own IRA Trail

Do-It-Yourself-IRA's - By Michael Fritz

Using Your IRA or 401K inside an Investment Club

Investment Clubs and the SEC

What is an investment club?

Are investment clubs regulated by the SEC?

When does an investment club have to register the offer and sale of its membership interests with the SEC under the Securities Act of 1933?

When does an investment club have to register with the SEC as an investment company under the Investment Company Act of 1940?

How do you know if an investment club is making a public offering?

Do securities laws apply to a person who provides advice to an investment club?

Do states regulate investment clubs?