The newly-rebranded Investment Strategy ("IS") Division, formerly known as the Wealth Management ("WM") Division, was formed from a merger between the Investment Club at USF and the Financial Planning Association in the Fall 2022 semester. The introduction of Investment Strategy fulfills IC’s vision to provide students with the skills necessary for careers in finance and financial planning, and it is comprised of three core teams: the Capital Markets Team, the Asset Allocation Team, and the Financial Planning Team.
The Capital Markets Team examines key economic indicators and how they impact the broader market. The Asset Allocation Team conducts in depth research across various asset classes to construct multiple portfolios that align with varying risk profiles. Finally, the Financial Planning Team formulates financial plans based on mock case studies of individuals planning for a variety of personal financial objectives including budgeting, building credit, emergency funds, tax-efficient investing, savings for short-term goals, and insurance strategies. After that, the team showcase their findings twice per semester in financial planning presentations in front of certified financial planners.