COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
Learn together. Invest together. Build wealth together.
Investing is easier when you don't do it alone.
CBIE is CLIMB’s modern take on the traditional investment club - designed to be collaborative, educational, and community-driven.
It’s made up of a small, close-knit group of people you choose to build with - friends, family, coworkers, or peers.
Each member contributes a set amount monthly, pooling funds to create a shared investment portfolio.
Together, the group shares stock ideas, discusses strategies, and makes investment decisions as a team.
CLIMB’s CBIE program teaches you step-by-step how to start, run, and grow your own successful investment enterprise.
Build Wealth Together
Why Join a CBIE?
Instead of learning alone, you’ll:
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Learn investing alongside people you know and trust.
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Build real-world investing skills through hands-on experience.
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Create accountability that helps everyone stay engaged.
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Pool resources to begin investing together.
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Gain ongoing support from CLIMB experts.
How does the program work?
Informational Sessions - Learn how CBIE works, meet the CLIMB team, ask questions, and decide if the program is right for your group.
1. Attend a CBIE Open House
2. Fill Out Enrollment Form
3. Pay for your CBIE
$100 for up to 5 members
$200 for 6-10 members
4. Once Enrolled
Complete the Training
Over four monthly Saturday morning sessions, CLIMB will guide your group through every step.
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Set up your investment enterprise
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Research and evaluate stocks
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Run productive investment meetings
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Build your first portfolio
By the end of the program, your CBIE will be ready to begin investing together.
5. Continue Growning
Learning doesn’t stop after the training.
Join ongoing Office Hours every Monday and Wednesday evening to:
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Ask questions
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Discuss investment ideas
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Get guidance from CLIMB consultants
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Keep your club moving forward
NEXT SESSION:
Fall 2026 Cohort
Runs: September - December
OPEN HOUSE Informational Sessions - Get an overview of the program, see how CBIEs work, and have all your questions answered before getting started.
August 15th 9-10:30am CT
August 24th 6-7:30pm CT
August 29th 9-10:30am CT
All virtual via Zoom
Missed the Last
Cohort Session?
DON'T WORRY!
Sign up to receive notifications about future CBIE cohort
sessions.
Get registration information, program updates, and
exclusive insights so you don't miss out on this great opportunity.
We thank BetterInvesting and its multitude of everyday citizens who have hewed the wealth creation pathway for others to follow. We encourage all CLIMB CBIE’s and members to join BetterInvesting, utilize its educational and accounting resources, and to follow the BetterInvesting principles.
HOW A TYPICAL CBIE WORKS
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You choose your members (10-15 people)
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Each member invests $25/month - pooled together for investments
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Members meet monthly to present stock ideas and make decisions as a group
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Together, you create a real investment portfolio and start building generational wealth
CLIMB CBIE Altimeter
* Withdrawn funds have been used for buying homes and other real estate, entrepreneurial pursuits, education and training expenses and retirement stabilization, car purchases, paying down debt, vacations, community development and philanthropy.
Want details on our previous CBIE sessions?
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To learn basic investment terms and principles.
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To build an investment portfolio using the principles of collective economics.
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To learn important core concepts relating to investing.
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To learn how to research stocks and other securities.
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To build wealth gradually over time.
OBJECTIVES
INVESTMENT CLUB RESOURCES
Here are the basics for starting an investment enterprise:
Sponsored by:
Sponsored by:
