Mission

The mission of the Scott college of Business’s Investment Club is to provide student members valuable educational and practical experience in the analysis and management of diverse investment portfolios. In conjunction with guidance from academic experts and industry professionals, members will gain the confidence and experience necessary to apply their learned skills in the field of professional investment management.

Bi-Laws

Article I: Membership

a) Except as protected by federal or legislative act, this organization shall not discriminate on the basis of race, color, religion, sex, sexual orientation, national origin, ancestry, age, marital status, disability, or status as a Vietnam era or disabled veteran in the conduct of its activities or the selection of its members.

b) State of limitations of membership, if any (maximum or minimum limits). A group or organization cannot qualify as a student group or organization unless all of its officers and a majority of its members are currently enrolled and in good standing at ISU.

Article II: University Compliance

a) This organization shall comply with all policies and regulations of Indiana State University, as well as with all local, state, and federal laws.

Article III: Statement of not-for-profit status

a) This is a not-for-profit organization.

Article IV: Non-Hazing

a) Statement of non-hazing activities must include EXACTLY as follows: “Hazing is strictly prohibited in connection with the activities of this organization. Hazing shallbe defined as any conduct which subjects another person, whether physically, mentally, emotionally, or psychologically, to anything that may abuse, degrade, or intimidate the person as a condition of association with the organization, regardless of the person’s consent or lack of consent.”

Organization

The Investment Club is led by a group of student officers under the supervision of a faculty advisor. Election of the officers will take place at the last scheduled club meeting for the spring semester.  Any vacant positions will be filled at that time. A majority vote is required to elect any officer. The officers are:

President (Current President – Colton Romine)

The President is responsible for the Investment Club activities overall.  Duties and responsibilities include yielding the floor to the Investment Club officers when appropriate; ensuring the members fulfill their commitments to the Investment Club, and presiding over the Investment Club meetings.  The President reports to the faculty advisor.          

Vice President (Current Vice President – Kyle Koch)

The Vice President is responsible for the Investment Club in the absence of the President.  Duties and responsibilities include assisting the President during meetings; providing guidance to the officers in the Investment Club, scheduling meetings, rooms and equipment, and facilitating presentations by club members.

Treasurer (Current Treasurer – Tony Sireci)

The treasurer is responsible for the foundation of the Investment Club’s assets.  Duties and responsibilities include providing monthly reports (that detail transactions, cash flows, securities held and their current value, and change in value of each security and the overall portfolios performance since the previous report), maintaining separate accounts by legal registration, valuation of the holdings, collecting all income and dividends owed to the Investment Club, and settling all transactions initiated by the portfolio managers.