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Wealthmasters Partnership

Partner Involvement, Investment Return, Education Quality

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Mission Statement

The mission of the Wealthmasters Partnership is to educate members in the NAIC principals of investing and to utilize that knowledge to take advantage of investment opportunities.

Vision Statement

The vision of the Wealthmasters Partnership is to become the partnership viewed by ourselves and others as the standard setter in the area of partner involvement, investment return and education quality.

Values (Credo)

¨ Partner Involvement

¨ Following NAIC principals, guidelines and philosophy

¨ Commitment to a long term view

¨ Taking personal responsibility

¨ Integrity in all things

¨ Having fun

Club Activities

¨ Operating procedures

¨ Standard meeting details

¨ Assigned securities, presentations and portfolio review

¨ Each month we have an educational discussion or presentation