Resources

Charles Schwab Statements

PSIC receives monthly statements from Charles Schwab to share to its members. Legally, the club cannot publish our Charles Schwab statements, however we can email it to you!

PSIC prepares and delivers semesterly reports to the board of trustees on the performance of the portfolio and progress of the club.

As an official Puget Sound club, we keep track of all historical club documents and store them on this site. Here you will find minutes from club meetings as well as a full copy of the club's bylaws.

Members have the ability to research and present on stocks they see fit to be in our portfolio. Though we encourage all members to present, there is a write-up and presentation that must be fulfilled prior to the club voting.