Types of Investors
Choose the option that best applies to you:
Net Worth Certification
I am a natural person* whose individual net worth, or joint net worth with my spouse at this time is in excess of $1,000,000 excluding our primary residence.
I am a natural person* who has individual income in excess of $200,000 in each of the last two years or joint income with my spouse in excess of $300,000 in each of those years, and I have reasonable expectation of reaching the same income level in the current year.
I have the appropriate knowledge and experience in financial matters and am capable of evaluating the risks of any recommended transaction/investment.
*Natural persons qualify as investors by virtue of such pre-existing relationships and by proof of business experience, income and net worth.
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