Helping People Make Smart Financial Decisions and Invest with Purpose
DESIGNING PRODUCTS FOR THEIR PROFIT
What most analysts are “paid” to do is quite different than what most investors “think” they do. Take a look at this quick video to learn the unfortunate reality.
AIF Accreditation
Each advisor working at THE WAY ALTERNATIVE INVESTMENT SOLUTIONS GROUP, LLC is a licensed fiduciary. Why is this so important when choosing a financial advisor? Learn more…
“Qualified Purchaser” means, under Section 2(a)(51) of the Investment Company Act:
– Under Section 2(a)(51) of the Investment Company Act, a “qualified purchaser” means:
any natural person (including any person who holds a joint, community property, or other similar shared ownership interest in an issuer that is excepted under section 3(c)(7) with that person’s qualified purchaser spouse) who owns not less than $5,000,000 in investments, as defined by the Commission;
– any company that owns not less than $5,000,000 in investments and that is owned directly or indirectly by or for 2 or more natural persons who are related as siblings or spouse (including former spouses), or direct lineal descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons;
– any trust that is not covered by clause (ii) and that was not formed for the specific purpose of acquiring the securities offered, as to which the trustee or other person authorized to make decisions with respect to the trust, and each settlor or other person who has contributed assets to the trust, is a person described in clause (i), (ii), or (iv); or
– any person, acting for its own account or the accounts of other qualified purchasers, who in the aggregate owns and invests on a discretionary basis, not less than $25,000,000 in investments.
An accredited investor, also referred to as a sophisticated investor, is an investor with special status under financial regulations. In the United States, federal securities laws define the term accredited investor in Rule 501 of RegulationD and as amended by the Dodd-Frank Wall Street Reform and Consumer Protection Act as: