The Society Membership
Where women level up their investing goals, together.
A private community for equity Investhers who crave more women to talk strategy with. The Society is for ambitious women who want to grow their net worth and their network.
What you get:
Accountability Partners
Get matched with likeminded Investhers to discuss your investment goals and strategy with. Use Savvy’s suggested prompts to serve as a sounding board for each other, discussing investing in a way that actually feels good.
Streamlined Structure
Guided quarterly portfolio rebalancing & goal-setting workshops take the thought process out of figuring out what to do, when. Each quarter, you’ll receive a quick-start guide with reflection prompts and will be invited to a live rebalancing demo with Q&A.
24/7 Community
Access a private Slack community where you can ask questions and discuss with fellow Investhers any time.
Why a Society?
Because empowered women don’t go it alone.
The Savvy Society creates space to turn individual goals into collective momentum, transforming financial goals into confidence that compounds over time.
Why you should join:
Managing your own stock market investment portfolio can feel daunting. Between researching new ideas and tracking market shifts, it’s easy to lose momentum. But it doesn’t have to. Following the Savvy calendar and alongside likeminded women can help you develop the habits needed to keep your portfolio on track.
The Savvy Society gives you a supportive space to connect with other Investhers and quarterly structure to stay focused, confident, and on track with your goals.
Meet Investhers managing their own portfolios
Discuss investment ideas and share strategies in a collaborative environment where no question is too big or small and there is no judgment.
Reduce the mental load
Get structured guidance and timely reminders each quarter to take the guesswork out of building and managing your stock portfolio.
Plus, 100% of your Savvy Membership goes towards the cost of enrolling in the Savvy Series.
Spend less time Googling and more time growing
Save time researching investment ideas by accessing practical templates, prompts, and curated insights that reduce the feeling of overwhelm.
Meet the members:
Mariana - D.C.
37, intermediate investher, passionate environmental conservationist
Isabel - Bay Area
35, experienced investher, loves traveling and her pup Jojo
Danielle - Scottsdale, AZ
42, intermediate investher, has lived in 4 countries and speaks Spanish fluently
Claire - Austin, Tx
29, novice investher, avid Austin Pets Alive volunteer
Meaghan - Philadelphia, PA
33, experienced investher, loves backpacking and Great British Bakeoff
How it works:
At the start of each quarter, you’ll receive a quick-start guide to help you efficiently assess how your portfolio is performing. Attend the Quarterly Review and Rebalancing Session on the 1st of the quarter to hear market updates and see a live demo using the quick-start guide to assess and rebalance your portfolio.
You’ll also be matched with an accountability partner to have someone to discuss your takeaways from the rebalancing session with. Set up time during the quarter to meet with your partner and use Savvy’s suggested prompts to discuss investing in a way that actually feels good.
The goal is to grow your net worth by developing good portfolio management habits while meeting other women with whom you can discuss lessons learned, sector trends, and overall strategy. Fellow Investhers are not here to offer investing or financial advice, but we do serve as sounding boards and thought partners supporting each other’s goals!
How to join:
Click the Join now button to fill out the quick application (don’t worry - no personal financial information is required).
If accepted, you’ll setup your membership (it costs less than your monthly streaming budget) and be invited to the private Slack community.
Wondering if the Society is right for you? Apply and we’ll be in touch to discuss!
Now Open
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Founding Membership
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Now Open 〰️ Founding Membership 〰️
Founding Member Offer
The Society is now open to Founding Members! Join today to help build this unique space and influence the direction of the Society. Plus, 100% of your membership will go towards the Savvy Series, should you choose to enroll.
Invest in yourself and your future by joining today.
FAQs
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The Society is designed for Investhers and their allies who want to level up their investing habits. There is no minimum portfolio size. The only requirement is willingness to show up and uphold the Savvy values of integrity, mutual respect, and learning. If you’re not sure, apply and we’ll reach out to discuss!
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No, Society Member events and workshops are conducted virtual to offer maximum flexibility.
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The Society membership is $75 per quarter, about the cost of one brunch date per month. This helps us keep things running smoothly.
Note: If you are a member of the Savvy Society, your 1st year membership (must be paid in full upfront) will go towards your Series enrollment.
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Investing experience is not required but the society is designed for women who have or who are building stock portfolios. If you’re not sure if the Society is right for you, apply and we’ll be in touch to discuss!
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We ask that you commit 1-2 hours per quarter to attend the quarterly rebalancing and goal setting workshop (1 hour) and to meeting with your accountability partner. Showing up is important because powerful networks don't just happen; they're built when we show up for each other.
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Yes! Savvy Investher is intentionally built with the unique experiences of women in mind, but the investing concepts can be applied by everyone.
All members must respect one another and uphold our values of integrity, mutual respect, and learning.