Faith-Guided · Open to All Ages · BetterInvesting Principles · Since 2015
Learn to invest in stocks & build wealth together.
Join a welcoming, faith-guided investment community open to all ages, careers, and experience levels. Stevens Legacy brings people across generations together to master stock selection, practice sound stewardship, and build wealth in a supportive, collaborative environment.
A night at the roundtable
“Would we still want to own this business ten years from now?”
Make the caseOne member brings a company worth understanding.
Test the thinkingThe room asks what the spreadsheet cannot.
Choose togetherEvery partner has a voice in what happens next.
No sales pitch. Just people learning how to make consequential decisions well—and making room for others to learn beside them.
The experience
A room that
makes you sharper.
Good judgment is rarely built alone. It grows when you explain what you believe, hear the question you missed, and return next month thinking a little better.
You learn by making the case
A company stops being a ticker and becomes a story you can explain: how it makes money, what could go wrong, and why it may deserve a place in a patient portfolio. The learning is real because the decisions are real.
Your thinking gets challenged with care
Nobody has to pretend to know everything. Members bring different careers, generations, and instincts to the same question. The disagreement is useful; the respect is non-negotiable.
The relationships compound, too
The Roundtable extends beyond a portfolio. Business owners, pastors, and professionals mentor one another, open doors for one another, and share what they have learned with the people coming behind them.
Built for better decisions
Curiosity is welcome. Discipline is built in.
Every stock begins as a story. Our thesis screen makes that story survive four plain questions—why it belongs, whether the portfolio needs it, whether the business is built to last, and what would change our minds.
Members use a purpose-built research tool to turn those questions into a study the whole room can examine.
Accountability
We keep the whole scorecard.
Trust is built by showing more than the best number. We publish the strong years, the quiet years, and the periods when a simple index did better. The point is not to look perfect. It is to keep learning in public with one another.
| Period | Club | S&P 500 |
|---|---|---|
| 2026 so farJan 1 to Aug 6, 2026 | 34.0% | 23.7% |
| 1 yeartrailing twelve months | 15.8% | 18.2% |
| 3 yearsannualized | 17.0% | 20.9% |
| 5 yearsannualized, spans the club’s dormant stretch | 2.1% | 15.3% |
| 10 yearsannualized, spans the club’s dormant stretch | 7.3% | 14.6% |
| Lifetimesince April 12, 2015 | 24.4% | 19.6% |
Figures come from the club’s myICLUB accounting as of August 6, 2026, and myICLUB calculates the returns above on a dollar-weighted basis, so contribution timing moves them. Past performance does not predict future results. An investment club can lose money, and this page is a description of how our club works rather than investment advice.
People before positions
A club should still feel personal.
The people guiding the conversation are the same people answering your questions, presenting their own ideas, and putting their names behind every decision.
Stewardship
Empowering generations through purposeful investments and divine guidance.
Joe Stevens
We believe what we build should serve more than the people in the room today. That shapes how patiently we invest, how honestly we disagree, and how seriously we teach what we know.
Legacy is not only a number at the bottom of an account statement. It is confidence, discipline, and care passed from one person to the next.
Common questions
Everything you need to know.
Clear answers regarding experience, meeting schedules, financial commitments, governance, and how our portfolio is managed.
01Who can join SLIC, and is there an age or background requirement?
SLIC is open to individuals of all ages, professions, and experience levels—from young adults starting their financial journey to mid-career professionals and retirees. We deeply value multi-generational diversity because bringing different life stages, careers, and perspectives to the same table makes our research and community stronger.
02Do I need prior stock market or financial experience?
Not at all. SLIC is built as a supportive, hands-on learning community. Whether you are completely new to investing or have been managing a portfolio for years, we use BetterInvesting.org fundamental principles and step-by-step stock study frameworks so every member grows in confidence and skill.
03When and where does the club meet?
We meet virtually on Zoom on the last Sunday of every month from 6:00 PM to 8:00 PM Eastern (5:00 PM to 7:00 PM Central). Because our members live across several states, our online meetings make participation convenient from anywhere.
04What actually happens during a monthly meeting?
Each 2-hour meeting includes a brief opening prayer, pledge, and officer updates, followed by a transparent review of our portfolio valuation statement, a feature stock study presentation by a member, an open Q&A discussion, and a democratic vote on potential stock purchases or sales.
05What is the financial commitment?
Partners make a minimum monthly investment contribution of $30 (you are welcome to contribute more in $10 increments, up to a 20% ownership cap). There is also a separate $50 annual club dues payment that covers administrative expenses so 100% of your monthly contribution goes directly into purchasing stocks.
06How are stock decisions made, and how much influence do I have?
SLIC operates democratically: one partner, one vote, regardless of the size of your capital account. Every member has an equal voice in discussing research and voting on whether we buy, hold, or sell a security.
07How are the club’s funds managed and accounted for?
All club assets are held securely in a partnership brokerage account with Siebert. Individual partner contributions and ownership units are tracked using myICLUB online accounting software. Our Treasurer publishes monthly valuation statements and provides official annual IRS K-1 forms for tax reporting.
08Can I visit a meeting as a guest before applying?
Yes, absolutely! We encourage prospective members to sit in on a meeting as a guest first. You can watch a live stock study, meet our members, and see how our Roundtable operates with zero pressure or obligation.
09What is expected of new members during their first 90 days?
New members are paired with an experienced partner sponsor, take the free online "Intro to the SSG" course on BetterInvesting.org, and receive 1-on-1 coaching to help present their first stock study within their first few months.
10What makes SLIC unique compared to other investment groups?
SLIC combines rigorous, long-term fundamental stock analysis with faith-guided stewardship values ("Empowering generations through purposeful investments and divine guidance"). We focus on building real judgment, lifelong relationships, and generational legacy.
The best way to understand the room is to sit in it.
Come listen to a real company study, meet the people behind the questions, and see how a thoughtful disagreement becomes a shared decision. No pitch and no obligation—just a guest seat at the Roundtable.