Morgan Legacy Investment Program
Real Stocks. Actual Money.

Designed for youth ages 12-20

Morgan Legacy Investment Program

The Morgan Legacy Investment Program follows MFF’s Financial Literacy Program and is available MFF Financial Fellows ages 12-20.

Morgan Legacy Partners, Inc. sponsors this investment program for youth 12-20 years of age. The program is designed to educate Financial Fellows on investing and the stock market through a hands-on investment program. The Morgan Legacy Investment Program contains no personal financial risk to the Fellows, their parents/guardians, program Mentors, or Sponsors. Each Fellow invests the money loaned to him or her for purchases in the stock market for up to fifteen years for educational purposes.

In addition, the Fellow has the potential to build earnings (the amount of the gain from his or her stock portfolio) which are required to be placed in a Roth IRA opened by the Fellow and their Personal Mentor. Fellows must apply and be accepted into the MFF Investment Program.

Financial Fellows who have graduated from the MFF Financial Literacy Program, and are between the ages of 12-20 years of age, may apply for the Morgan Legacy Partners Investment Program.

Morgan Legacy Partners accept approximately twelve (12) students per year. MLP is committed to inspiring learners of all socio-economic groups to build financial independence.

Want to join us?

Are you interested in funding your own hands-on investing and learning programs? We would love to speak with you. Contact our Executive Director, Judi Window,

Future program ideas include:

  • Employee Benefit Programs
  • Military and Veterans Programs
  • First-time Home buyers (including Estate Planning, HOAs, etc.)
  • Real Estate and Property Management program for entrepreneurs
  • Investment and other companies interested in customizing an investment program similar to Morgan Legacy Investment Program
IP1 – Hands-on Investing

Hands-on Investing

Morgan Legacy IP Course Description

This course has been designed to help you choose stocks for your portfolio, and provide you with resources for the investment program. This three section course includes the following:

  1. Investment strategies
  2. Investment resources
  3. Quarterly report resources

Morgan Legacy IP Objectives

Upon completion of this course, you should be able to do the following:

  • Choose a strategy to identify stocks for a portfolio
  • Support the stock choices based on documented evidence
  • Demonstrate the ability to manage an investment portfolio over time
  • Evaluate the performance of the investment portfolio
  • Develop a quarterly report that describes portfolio progress
For more information

If you are interested in becoming a student, mentor or sponsor, please call Melissa.