Mission Statement

The Investment Club is a Partnership group, comprised of a variety of diversified investors, consisting of  various sized individual groups (from two or more), and located nationwide.  It is the Partnership Mission, where all partners in each group shall work together and make investment decisions unanimously, where teamwork and cooperation in the club, serves towards the success of the club as a whole.

It is also the Club Mission, to be highly organized, diversified, and strategic in all investment endeavors.  As for stocks, the Club shall have areas of investing for the Intra-day, Swing-trade, Short-term, Intermediate-term, and Long-terms.  Members can invest in any of the terms however; all investment decisions must be made collectively among the members, and will be done so VIA documented recorded conversations and/or by other means.  One of the most exciting aspects of this highly advanced, diversified, and organized association, is being able to participate in Active Trading, right down to the Intraday level (day)!

As for funds management, each member group can set an agreed-upon date where earnings are distributed among all members in their group, per their percentage invested.  Many security protocols will also be in place to maintain the stability and smooth function of the Club, and each group, such as having all accounts restricted to any access to each group's funds to any member, where only a signed and notarized acknowledgment from all members would suffice the execution of an early or unscheduled withdraw of funds.  In addition, if anything involving the club funds should ever become an issue of debate, then the members shall have a randomly selected mediator assist in settling any financial discrepancies.

These concrete stipulations in the Member's Agreement, will always be in place for the protection of each Member, and of the Club's integrity, and stability.

Regardless of the area of investment (i.e. stocks, real estate, etc.), profits and losses are proportioned per percentage to the amount of capital each member has in their group's account.  Membership is unlimited however, each member may apply to any of the branched-groups of the Club, however must be unanimously voted in by all the partners, collectively. 

Another important mission consideration emphasizes on the theory that these individually divided groups are desired over a large and hard to maintain singular group.  This reasoning impresses upon the logic that quality will prevail over quantity.  Also, each group doesn't need an enormous amount of combined capital to function however, it does need quality dedicated members that have the passion to succeed.  As everyone knows, Rome was not built in a day and likewise, each group whether it be two persons or more, can start out taking turns pushing their lemonade cart around at a hot summer parade (the investment) until they have enough money to invest in the next planet habitation!  Surely well admitted to be an extreme and humorous example.  However, it's also reality.  Each group is only limited to their imagination, knowledge, motivations, creativeness, passions, and will to success as a team. 

For application, please contact Jon S. Kahlkopf, the Club President: Tel: 352-454-1127   Email

Ocala Investment Club - All materials herein are Copyright (c) 2008 All Rights Reserved
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Tel: 352-454-1127
Photographed by: Jon S. Kahlkopf