4647 White Bear Parkway
White Bear Lake,
Join our Accredited Investor Community Today
As defined by the SEC in Rule 501 (a) of Regulation D, an investor is accredited if they meet at least one of the following criteria
Explanation: In calculating net worth you may include cash, short term investments, stocks and other securities. You may not include the equity or value of primary residence, furnishings or autos.
Explanation: Individual income means an adjusted gross income as reported for federal tax purposes, less any income earned by a spouse or by property owned by a spouse, increased by the amount of any tax-exempt interest income received (but not including any tax-exempt interest income received by a spouse).
Explanation: An irrevocable trust can qualify under this category if the criteria stated above are met. A revocable trust can qualify under category 4.
Certain alternative investments are only offered to accredited investors per requirements set and enforced by the SEC.
If you are accredited, we would like to extend an invitation to join our Accredited Investor Community. By joining this community, you become eligible to participate in exclusive accredited only educational workshops not made available to the general public.
Securities regulations, however, require that prior to adding you we must verify that you do, in fact, meet one of the criteria listed above.