Dear List Participants:
Many of you may be unaware that 2007 has been the Centennial Celebration year for the state of Oklahoma. I want to share with you a special offer being made by one of the brokerage and investment firms headquartered in Oklahoma City:
Capital West will waive all fees on stocks in Oklahoma Corporations purchased to be given as gifts from now until Christmas. There will be no fees to maintain the accounts. The CEO of Capital West, Mr. Geary, also tells me that he expects to make this offer each year if response warrants it.
The details: Requests for purchases or more information are being handled by CW investment executives Michael Shelley or Zach Robinson at 1-800-297-8734. You can find a list of Oklahoma-based corporations at the Capital West site at www.capitalwest.com. You will need the social security number for all persons to whom you give this stock.
(This is not a recommendation for any of the stocks on the list, although disclosure honesty says I should tell you that I do own a couple of the Oklahoma Corporations listed.)
When I teach BI classes, I advocate parents and grandparents giving gifts of stock and taking the time to follow-up to teach youngsters the ins and outs of stock investing. This offer is a nice opportunity, and Mr. Geary agreed to open it to all persons interested in investing that I could contact, hence this email to this site. I apologize if you get this message more than once, because I plan to spread the news via IClub list, Stock Central, and Manifest.
Disclaimer: I am not connected in any way with Capital West, nor am I receiving any compensation for helping them spread the word. I just think this is a nice chance to put our mission statement to work by gifting our relatives and friends with stock of some of the outstanding Oklahoma-based companies: Sonic, ONEOK, Devon, Chesapeake, OG&E, AAon and many, many more you can explore and do stock analyses for after printing out the list on the Capital West site.
For Oklahoma members: Capital West is also willing to send representatives to your investment club meetings to speak on related topics. This firm also has significant experience with bond issues and could be a good source of information and learning about the various types of bonds. To schedule a visit, pleae contact Evie Klopp at 405-608-0445. She will assist the firm in assigning an associate who has expertise in the topic area you want to explore.
We Oklahomans are proud of the companies which have contributed so much to our state's growth and progress, and I invite you to explore this fee-free opportunity to give the gift of a part of our growth to those you care about this holiday season.
Holiday Best Wishes!
Carol Clemens
Clever Change Investment CLub of Edmond Oklahoma
Former Education Chair for our Heartland Region