Do you meet the criteria for accredited investments and have an immediate interest in sourcing unregistered securities for your portfolio?
What Do You Need to Become an Accredited Investor?
$1,000,000+ Net Worth
Over $200,000+ Yearly Income
Experienced Investment Professional
Family Client or Office
If you’re part of an entity, your investments/assets should be valued at over $5 million.
What Benefits Do Accredited Investors Get?
Why Investor Certified?
There are multiple channels to being verified as an accredited investor, including income verification, net worth verification, and third-party verification. Once we’ve had a chance to discuss your investment goals and current position, our team will select the most appropriate channel to help you secure greater freedom of investment.
We also lend our expertise to helping clients assess risks and perform due diligence where necessary.