You shouldn't have to figure out wealth management alone.

One client. Four players. Best portfolio wins.

Wealth management is not stock picking. It is building the right portfolio for a specific person. So every game starts with a client. Each game on Investopedia gets one client profile with a set age, time horizon and risk tolerance, and about four members each build their own portfolio for that same client.

Same client, same rules, different calls. When the game ends, the leaderboard shows whose portfolio did the job best. It is competitive, but the real lesson is watching four people read the same client four different ways.

Sample clients to show the format. Clients for the first games get set at the founding meeting.

Hear it from people who do it daily.

Once a month a working professional joins us, on Zoom or in person. The lineup runs from large private banks to local advisors who manage smaller client books of $1M and up, because both paths are real careers and nobody tells you that on campus.

Portland has no private bank offices for the big names, so most of these conversations happen over video. That is a feature. It means we can pull speakers from anywhere in the country.

Come with questions. The best sessions are the ones where somebody asks what the job is actually like.

Extra help when you want it.

The games and the speakers are the club. These two run alongside them for members who want more. Jump in, skip them, or come and go.

From paper to real money.

Oregon, Washington, Washington State and Seattle U all have student-run investment funds. The long-term goal is for WMS. to grow into one at PSU, funded by alumni donations. That is a goal, not a promise. It starts with a club that shows up, runs the games well and builds a track record people want to back.

Founding Members

The PSU Wealth Management Society was founded in Fall 2026 by the students below. They set the club's direction, run its programs and are accountable for its standards.