Investment Group

The Saint Mary's College Investment Group is a student run organization, open to Saint Mary's students of all academic backgrounds, that manages the Investment Fund, a privately fundraised, highly diversified $220,000+ portfolio. 


Typical activities of the Investment Group will include student reports on potential investments, technical valuation projects on various securities, as well as discussions of the managed portfolio, guest speakers, and preparation for the CFA Institute Research Challenge in the spring. Founded on the ideals of improving financial literacy, the student body will have an opportunity to learn first-hand about managing investments in a responsible way. Upon collaboration, the Group will privately invest in publicly traded stocks of companies that are deemed to advocate and practice responsible business. 

If you are interested in joining, or would like more information, please email: