COALESCENT INVESTMENTS is an investment club dedicated to the education and implementation of value investing through a tightly managed portfolio. The club consists of a selective group of individuals with various backgrounds in different industries that have come together to build a unique strategy, establish a teachable curriculum, and build a comprehensive investment portfolio.
"Value is the critical element in all of our decisions... from our investment process to our  portfolio management to the selection of our members."
If you have specific questions, comments, or would like any additional information, please feel free to contact us.


COALESCENT INVESTMENTS is an active member of the National Association of Investors Corporation (NAIC). The mission of the NAIC is to provide a program of sound investment information, education, and support that helps create successful lifetime investors. By becoming confident, knowledgeable investors, members are empowered to build better financial futures for themselves and their families.

Since 1951, BetterInvesting has helped over 5 million people become better, more informed investors. The NAIC has helped members build wealth through educational webinars, web-based mutual fund and stock tools, in-person learning events, publications, an active online community and software.

For more information about the NAIC, please visit
Our next meeting will be late Our next meeting DECEMBER, 6th, 2015 
at the ORU School of Education Conference Room (5th Floor) from  7:00pm to 8:30pm.

This meeting will be for October and November. The January Meeting will be for December and January. Plan accordingly. Please contact us if you have any questions or concerns.