At Storm King, we are encouraged to think boldly and turn ideas into action. With that spirit in mind, we are proud to introduce a new initiative created entirely by students: The Storm King Student-Managed Investment Fund.

This fund is more than a classroom exercise. It embodies our core values, teaching real-world financial literacy, disciplined decision-making, and intergenerational stewardship. Under the guidance of our experienced faculty advisors, Mr. Rushdi Siddiqui and CFOO Mr. Andrew Smith, students will analyze market opportunities and make informed investment recommendations for a real investment portfolio — applying research, risk management, and ethical leadership principles that will serve them for life. All trading activity and the execution of any investment decisions will be carried out exclusively by designated school officials, ensuring appropriate oversight and alignment with the School’s educational mission.

Guided by the principles of prudence, purpose, and long-term sustainability, the fund will follow a disciplined investment strategy that includes diversified domestic ETFs, analytically selected equities, and high-quality fixed-income instruments. The fund is intended to serve both as an educational experience and a lasting institutional resource.

To support the fund’s ongoing activity, a portion of annual returns may be reinvested to support the continued growth of the fund, while another portion may be directed to support scholarships, academic innovation, campus enhancements, and student-led initiatives.

We are seeking $10,000 in founding contributions and invite you, our most dedicated supporters, to help bring this vision to life. Your gift at any level will help establish a sustainable program that fosters student growth, experiential learning, and long-term impact. As a supporter, you will receive annual updates on portfolio performance, student learning outcomes, and the initiatives your support makes possible.

Together, we can create a meaningful and enduring opportunity — one that equips students with the skills to lead, invest responsibly, and contribute to their communities for years to come.

*When making your gift, under “Designation,” please select Student Managed Investment Fund