The Investment Club Syndicate

Investment Club Wealth Management Solutions

Our goal for you as a client is that your Investment Club Build Wealth now and into the future. We are an Investment Advisory Firm dedicated to helping our clients Start Investment Clubs as they Learn, Plan & Invest for themselves, their families and their legacy.




Start Your Investment Club

The Investment Club Creator

We help our members put together their group of family or friends to pool their money and make investments.  We guide your investment club through the legal set up, helping you find your club members, provide the technology, business strategies and investment accounts.

Kids Investment Clubs

Kids Club Investment Training

Parents & their children learn the basics of the stock market while investing as part of an Investment Club. Following the principles of Learn, Plan, & Invest, club members will receive financial education, gain the ability to make economic plans, and learn the principles of investing.

Business Development

Business Start Up Factory

Entrepreneurs and those who desire to become business owners, will learn the principles of eCommerce as well as Finance & Investment Fundamentals that will last a lifetime. Participants learn the basics of the stock market while investing to advance their entrepreneurial endeavours using group economics.

Real Estate Investment

Landlord Empire

A real estate investment group refers to an entity that focuses the majority of its business on investing in real estate. Real Estate investment groups may choose to buy, renovate, sell, or finance properties. We identify your Club's goals and show the members how to turn an investment club into their own Real Estate Investment Company.

Investment Club Features

Our goal is to help our Members create Investment Groups to redevelop communities through Business Creation and Real Estate Development. Thousands have now found investment clubs to be the smarter, more fun solution to Wealth Building in today's market. Not only are you bound to make smarter, more sound, safer investments - you get to make more friends and socialize!

  • Financial Education

    • Group Economics
    • Financial Literacy
    • Investor Psychology 
    • Behavioral Finance
    • Entrepreneurship Training
    • Multiple eBooks, videos, & other resources
  • Online Investing

    • Investment Automation

    • Fractional Shares

    • Dollar Based Investing

    • Commission Free Portfolio Trades

    • No Investment Minimums

    • Customized Investment Portfolios

    • Auto Rebalancing

    • Tax Loss Harvesting

    • Fiduciary Responsibility

    • 24/7 Account Access

  • Financial Planning

    • Financial Planning Portal

    • Plan Monitoring and Updates

    • Individual Strategy Consultations

    • Business planning

    • Goals Based Planning

    • Investment Planning
    • Financial Forecasting
    • Asset Analysis
  • Investment Club Services

    • Group Coaching Calls
    • Q & A Calls

    • Financial Planning Portal

    • Plan Monitoring and Updates

    • Online Individual Investment Accounts

    • Online Individual Retirement Accounts

    • Online Investment Club Account

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