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<div>Founded in 2023, <a href="https://www.mwamclub.org/" target="_blank" rel="noreferrer noopener">Michigan Wealth &amp; Asset Management (MWAM)</a> is a registered <strong>501(c)(3) nonprofit</strong> and the first club on Michigan's campus dedicated to <strong>Wealth &amp; Asset Management</strong>. MWAM focuses on immersing its 40 members in the financial world through education, professional development, and portfolio management.

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<div><strong>Where your donations go:</strong>

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<div>Through fundraising, MWAM strives to raise capital and ultimately invest in a portfolio of assets. The portfolio will serve as an educational tool for the club, providing members an opportunity to apply their learnings from weekly meetings, education sessions, and speaker series events.

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<div>The money will be transferred to the organization's business checking account, which is held through <strong>University of Michigan Credit Union</strong>, serving as the official depository of  our nonprofit corporation. Your donations will then be transferred to our business brokerage account, where the funds can be invested in our educational student-run portfolio. We are currently in the process of applying for a business brokerage account through <strong>Fidelity.</strong>

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<div><em>Corporation/Club Details</em>

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<div><strong>Organization Name</strong>: Michigan Wealth &amp; Asset Management (MWAM)

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<div><strong>Organization Status: </strong>501(c)(3) nonprofit corportation

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<div><strong>State of Incorporation: </strong>Michigan

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<div><strong>Address/Office of Business</strong>: 701 Tappan Ave., Room 5410, Ann Arbor, MI 48109

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<div><strong>Resident Advisor to Corporation/Faculty Advisor to Club: </strong><a href="https://michiganross.umich.edu/faculty-research/faculty/edward-kim" target="_blank" rel="noreferrer noopener">Edward Kim</a>, Ph.D (UCLA), Finance Professor at The Stephen M. Ross School of Business

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<div><strong>Board of Directors of Corporation </strong>(Corporation/Club Position)<strong>:</strong>

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<div><strong>Isabelle Fretz </strong>(President, Co-President)

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<div><strong>Krish Desai </strong>(Secretary, Co-President)

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<div><strong>Mason Brown </strong>(Treasurer, VP of Portfolios)

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<div><strong>EIN: </strong>99-4204873

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<div><strong>Tax Exempt Status: </strong>Federally Exempt
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<div><strong>EIN Assignment Letter From IRS (7/30/24)</strong>

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<div><strong>501(c)(3) Endorsement From State of Michigan (7/29/24)</strong>

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<div><strong>Proof of 1023EZ Form &amp; Payment Submission to IRS (8/2/24):</strong>

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Zhang Financial

Jerry Lavine

Bre Beringer

Howard Sobel

Anonymous

Harrison Kephart

Raj Smith

Andrew Nguyen

Arnav Gupta

Sora Kang

Gregory Preves

John Putnam

Michael Emmerman

Fundraise For MWAM's Student-Run Portfolio

Fundraise For MWAM's Student-Run Portfolio

Still $8,550 to go. Help us build momentum.