Supported by the William Allen-Boeing Student Investment Endowment, Whitman College, and The Department of Economics

 

Come Join Us!

Regardless of what your educational goals are, the Whitman Investment Company can help you to get a firm grasp of the financial world. The Whitman Investment Company was founded to fill a gap in the Whitman College curriculum by providing Whitman students with a hands on educational opportunity in the field of finance. Since its inception in the spring of 1998, the group has grown rapidly, attracting students to weekly meetings where ideas about investing techniques, market trends, and the basics of the financial world are discussed. Our discussions range from learning how to read the Wall Street Journal to managing a real-money portfolio.

Even if you don't know where the New York Stock Exchange is located, if you are interested in finance, the Whitman Investment Company is for you! So, put away your piggy bank and come talk about managing money in a way that actually makes cents! But before you do, take a minute to read some of the frequent questions asked by prospective members . . .

How Do I Become a Member?
All students of Whitman College have the opportunity to become a member of the Whitman Investment Company. As a member, you have the right to share your thoughts and learn about a plethora of different financial concepts and phenomenon's.

How is being a member different from being a trustee?
The fundamental difference between being a trustee and a member is three fold: First, Trustee's are required to present a research report every semester on a specific stock, and must attend at least half of all the meetings. Second, trustee's have voting rights to determine the executive board, organizational matters, and of course, investment decisions. Finally, in order to be on the executive board, one must become a trustee. So, you are probably wondering...

How do I become a trustee?
Becoming a trustee is simple. In order to become a trustee, an individual must: (1) attend three out of four consecutive meetings; (2) Present and defend a research report on a specific stock; (3) Be nominated by a current trustee and elected by simple majority of the current board.

What are the obligations of a trustee?
In order to maintain all of the privileges associated with being a trustee of the WIC, a trustee must attend half of all of the meetings AND present and defend a research report to the WIC every semester.

I have no investing experience, why should I join?
As stated before, no experience is necessary. In fact, it is the goal of WIC to teach as many people as possible all that there is to know about the world of finance. When beginner's come to meetings, WIC is best able to do it's job. Even if you do not feel comfortable with making investment decisions, you are more than welcome to attend meetings and learn about one of the hottest issues in the world.

How much work is it to become involved?
While the work load to become an officer of the WIC is a different story, all that trustee's are required to do is attend half of the meetings, and do ONE research report per semester. In other words, don't use the fact that you have a lot of work as an excuse to not join!

Still have more questions?
Please contact us.

 

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