Puget Sound Chapter BetterInvesting

INVESTMENT CLUBS

 Spring Online Webinar: Building Profitable Partnerships begins May 19th.

(See Event calendar for details.)

The following clubs welcome visitors. Please call the club contact for more information well in advance of a planned visit. Not all meetings are open. Visitation privileges are at the discretion of the club. An invitation to visit a club is not an invitation to join.

Every club is unique. Puget Sound Chapter does not endorse any club. Nor do they guarantee the portfolio performance or that BetterInvesting principles are used by these clubs. This listing is for the convenience of the clubs and to assist members wishing to learn from each other.

Seattle

North Sound

Eastside

(Bellevue-Issaquah, etc.)

South Sound

Olympic Peninsula

East of the Cascades

 

Clubs in Seattle

  • Greenbills Investment Club
    We meet on the 2nd Tuesday of each month during the day at a King County library in the south end.  We use Toolkit 6 for our SSGs  and are a co-ed group.  Please call either Allen or Diane at 206 937 6920 for more information.
  • DATA of Seattle
    Formed 2006 with 6 members - male and female - from the Seattle area. We use BI software to generate SSGs and NAIC criteria for stock selection. Varying levels of computer and investing experience. Casual meetings followed by dessert. Meets 2nd or 3rd Tuesday. Contact: Ed (206) 285-8936 or
    eledger@gmail.com
  • Stockhawks
    We meet at 7pm on the second Monday of the month in the rec room at the condo where 3 of the members live and the monthly contribution is $30.  Our general location is near Bitter Lake. Contact Carol (206) 363-5677.  
  • Midas Makers
    Meeting time:  every second Friday at 10 AM in the private home of alternating  members, except for the December meeting which is in a restaurant.  We are all women at this point, mostly retired, but some younger ones still working.  We use a variety of methods to determine what to purchase, when to sell.  Contact Lynn at *425) 743-4574. Members are from Lynnwood, Edmonds, Shoreline and south Everett.
  • Pacific Investors Investment Club
    Our club is co-ed.  We currently have 20 partners, (12 males, and 8 females).  We range in age from 24 to 74.  We all use Toolkit, sit three stocks, and post our SSGs online. Our club meets every month, from 6:30-9:00 PM on the second or third Tuesday.  We meet on Mercer Island at the new Community Center.  Each fall we attend BetterInvesting’s Puget Sound Chapter Investors’ Education Conference, and have our annual club reception.  Our Annual Club Retreat and Meeting are in April. Please call Bruce Ellis at (206) 694-2528 with your email address and he will email you an invitation to our next meeting.
  • MMI Club
    We meet at the Ballard Library in the early evening. We are a congenial coed club formed in the early 90's with emphasis on investment education with active member participation and are open to new members. Car pooling is an option if you live in the South End (South Center Mall Area) and perhaps from a few other areas. Please contact Marilyn Jennings - 206.546.1383 or Marge Murtha - 206.870.1887 for more information.
  • Weal ( Women Earning and Learning) 
    Men are welcome. We meet the Fourth Monday of the month 11:30 AM at a restaurant in the University Village in Seattle. Contact Liver437@aol.com

 

Clubs on the 'East Side'

  • High Ridge Rollers Investment
    Club
    formed in 2002 – Women investors, we meet on the 1st Thursday of each month at 7-9pm in Snoqualmie. For fun & discussion, we meet at 5:30pm before the meeting for dinner.  Contact Julie Meador 425-396-5514 ja_meador@yahoo.com if you’re interested in visiting or joining our club.   Possible carpooling from Seattle available.
  • The Unbearorbull Investment Club
    Usually meets on the third Sunday of each month at 5 PM and end just before 8 PM.  We meet in King County libraries – Bellevue, Shoreline, Bothell and Redmond
    . Contact Roger Scott 206-579-8361 for location and confirmation of date.

  • The Dream Team
    Meets First Tuesday (Evening) We are a small, mixed group of mostly seniors using a laptop, the Internet and our computer projector to share research at meetings. Contact Ed at 425-747-1493.

  • Great Expectations Investment Club
    We are a small mixed club that meets the third Tuesday of every month from 7:00 PM until approximately 8:30 PM in Kirkland.  Our focus is on education, using NAIC criteria tools for stock selection.  We currently have a portfolio of 11 stocks.  For more information and to confirm meeting time and location, please contact Dick Beck at 425-788-0699, e-mail dickandjoanbeck@verizon.net.

  • Portfolios Limited    
    Meets in Bellevue area. Day meeting –12 noon to 2:30 p.m.  Third Friday of the month. The club meets in a library conference room.  The club was formed over 20 years ago. Two of our members are charter members and we have new members as well. We ask a potential member to attend three meetings before committing to join. Using the NAIC as a guideline for investment, the members use Toolkit and Classic Plus for SSG study. Several meetings a year are dedicated to investment education and two meetings a year are combined with a luncheon. Please contact Margie Hussey, 425-747-2262, (
    margiebudhussey@hotmail.com) for additional information.

Clubs East of the Cascades

·         Stock Talk Investment Club (STIC)
The club meets on the third Tuesday, 12 noon to 1 pm, in Yakima at a private business conference room. We use the SSG for every purchase and Toolkit 5; a mix of ages. The club has been in existence since 1992. Contact Jackie Hertel, 509-459-4458.

Clubs on the Olympic Peninsula

·         Tidalwave Investments
Located in Port Angeles, we meet on the third Tuesday at 3:30pm for about 1 hour.  We have a small mixed membership and use the BetterInvesting tools for investment selections.  For more information, contact Lena Washke at lwas@olypen.com.

Clubs in South Sound

·         Safe Harbor Investment Partners (S.H.I.P.)
This club meets on the first Monday in the evening in Gig Harbor.  Our members use the BetterInvesting Online tools or Toolkit for company analysis.  Please contact President, Jeff Frank at jefrank6@comcast.net, or by phone (253) 238-3627 if you would like to arrange a club visit.