What is your club's mission?

Our mission is to provide education and financial benefits for our partners. We want our partners to become confident and competent investors.


Is there an initial investment?

There is a $25(US) initial "Capital Contribution" for all new partners. The money is used to set up the new partner and to cover general partnership expenses.


Is there an annual minimum?

NO, however all partners are required to make a $15(US) "Capital Contribution" each year. This is used to cover the cost of your monthly statements, annual statement, and general partnership expenses.


If I decide to leave, will I get my money back?

YES. You receive the full value of your account in the form of stock or cash, whichever you choose. Some companies have a minor fee for issuing stock or withdrawals which is deducted from your account.


Can I make a withdrawal?

YES. You can withdraw part of your account, in stock or cash, whichever you choose, at any time. Again, some companies have a minor fee for issuing stock or cash withdrawals.


Is there a minimum monthly investment?

NO. All investments are optional. You invest whenever you wish, in whatever company you want. There are minimums established for each company. As we grow, we plan to lower or eliminate the minimums.


What happens if I miss a month?

Nothing. There is no monthly minimum.

How do I pick where my investment goes.

You receive a selection list with your membership package and with your monthly statements.


How is my account valued?

Your monthly statement will show all investments with the current market values as of the end of the month. Statements are usually mailed by the third working day of the month.


Will I be taxed on my profits?

Of course. Your dividends are taxable income to you. Any time you make a cash withdrawal, you will usually have a taxable gain or loss. This information is reported to you at the end of the year in a partnership statement. If you withdraw in the form of stock, this is not a taxable event.


How did you pick your companies?

Our current companies were chosen by our managing partners.


Are you adding new companies?

YES. We try to add between two and five new companies each quarter.


Can I suggest new companies?

YES. We send a survey sheet about every other month asking the partners to rate companies. Your suggestions are not just welcome but very much needed.


Can I sell or transfer my partnership?

NO. A partner cannot sell, pledge or transfer their share in the partnership.


Can my spouse and I both join?

Only as individual members. A partner must be an individual.


What information do you provide?

Each partner is responsible for watching a company. We consolidate their opinions and report them in the news portion of the monthly statement. When you invest in a company for the first time, we send your name to the company and ask them to put you on their investor mailing list. We also suggest reading material and pass along information provided to us by various companies.


Who does the statements and keeps the books?

We have a service agreement with GFM, Inc. whereby they do all the accounting and generate all statements for us. They are supervised by the managing partners. Any partner is welcome to review the books, at any time.


What are your future plans?

We are planning to be on the internet with company news and investment information by the end of the first quarter, 1997. Beyond that, we're always open to suggestions and ideas.


Will a salesperson call me?

NO. We don't have a sales staff and we don't sell our membership list.


How do I join?

Just complete the Partnership Application (both sides) and mail it along with a check for $25(US) to The WINvest Investment Club, LLP, P. O. Box 1011, Indianapolis, IN 46206-1011. If you need an application, e-mail us at info@winvestic.com. Be sure to include your name and address so we can mail you an application.