Mission Statement
Bellarmine University Investment Group is a professional student organization designed to contribute to the betterment of the investing and financial experience of the students at Bellarmine University. Our aim is to educate club members on the topics of security analysis, financial planning, business fundamentals, and portfolio management. We strive to foster creative and analytical thinking, leadership, and many other job-critical skills in the hope of increasing the recognition of our students as they enter the work force as well as the reputation of Bellarmine University and the W. Fielding Rubel School of Business.
Vision Statement
The vision of the Bellarmine University Investment Group is focused on goals in three primary categories: Operational, Tactical, and Strategic.
Operational – Enrich students each semester with relevant content, speakers, educational opportunities, internships, and employment opportunities.
Tactical – Continually grow the Sustainable Equity Balanced Fund through carefully planned and executed investments.
Strategic – Cultivate an elite and highly competitive organization of students that will be nationally recognized by employers for its knowledge of industry leading skills, and by universities for Bellarmine’s position as the epitome in student managed investments.
Contact Us
If you are interested in applying to join the group or have questions or concerns, please feel free to reach out via email to Hayden Petter, BUIG President, hpetter@bellarmine.edu.