COMMUNITY BASED INVESTMENT ENTERPRISES
*Note: We refer to investment clubs as Community Based Investment Enterprises (CBIEs)
What is a CBIE?
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.
​
How does the program work?
Informational Sessions - Gain a comprehensive understanding of CLIMB's CBIE program, ask questions, learn best practices & tips for success and how this program can benefit you & your family for years to come.
1. Attend a CBIE Open House
2. Fill Out Application
3. Once Enrolled
Attend CBIE Cohort Session
-
4 instructional presentations that teach you how to establish the enterprise, research stocks, run your meetings and start your portfolio.
-
Takes you step by step so your
CBIE is in place and ready to start investing by end of the program -
Sessions are virtual, once a month on Saturday mornings.
Access CBIE Office Hours
-
Drop in virtual meetings for your
CBIE to access as needed. -
Meet with CLIMB consultants to give guidance and answer your questions.
-
Offered twice a week (Monday and Wednesday evenings)
-
Ongoing even after training has been completed.
HOW A TYPICAL CBIE WORKS
-
You choose your members (10-15 people)
-
Each member invests $25/month - pooled together for investments
-
Members meet monthly to present stock ideas and make decisions as a group
-
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* Withdrawn funds have been used for buying homes and other real estate, entrepreneurial pursuits, education and training expenses and retirement stabilization, car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?
-
To learn basic investment terms and principles.
-
To build an investment portfolio using the principles of collective economics.
-
To learn important core concepts relating to investing.
-
To learn how to research stocks and other securities.
-
To build wealth gradually over time.
OBJECTIVES
INVESTMENT CLUB RESOURCES
Here are the basics for starting an investment enterprise:
Sponsored by:
Sponsored by:
