Wealth Management
Est 2019
The Wealth Management Cohort of Tigers Inc. was officially established in 2019, marking a significant milestone in the organization’s commitment to financial education and hands-on learning. That year, the team opened official bank accounts and launched one of the first fully student-run investment portfolios in the country at the high school level. Since its inception, Wealth Management has grown substantially, with its members now overseeing every financial aspect of Tigers Inc.—including a Tigers Inc. Investment Fund, Venmo transactions, bank statements, accounting, and U.S. Bank account management.
Investment Lab
Meeting Timeline
Tigers Inc. Meeting Timeline Overview
Matt Aliaga
President
How We Function
Wealth Management functions with the professionalism and discipline of a real-world investment firm. Members conduct formal meetings to discuss portfolio goals, evaluate potential security purchases and sales, and make strategic financial decisions to achieve returns that may meet or even exceed those of the S&P 500. They engage in in-depth stock analysis both inside and outside of class, applying fundamental and technical analysis to guide investments. Additionally, the team carefully monitors the stock market to identify emerging trends and opportunities, ensuring that Tigers Inc. maintains a competitive and informed position. All financial statements tied to the organization are tracked and managed with precision and accountability.
Goals + Vision
Equip students with valuable, real-world financial experience to give them an edge over the competition in college and the search for a job.
Members learn how to research and analyze securities, manage risk, and make evidence-based investment decisions.
The team strives to outperform the S&P 500 by relying on thorough research and disciplined financial strategies
Wealth Management provides students with a unique opportunity to develop the skills, confidence, and judgment necessary for success in the finance industry.
Matt Aliaga
President