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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