1.
A) An Individual with a net worth over $1M (minus their primary home)
-OR-
B) Made $200K+ for the last 2 years, and expects to do the same this year.
-OR-
C) $300K+ annually with their spouse.
2. Someone who holds a Series 7, 65, or 82.
3. An employee of a fund.
4. Certain entities:
a bank, insurance company, registered investment company, business development company, or small business investment company;
an employee benefit plan if a bank, insurance company, or registered investment adviser is making the investment choices or the plan is worth over $5M (see the Employee Retirement Income Security Act);
a charitable org, corporation, or partnership worth over $5M
a director, executive, or general partner of the company selling the securities (you'll be accredited only for that one investment opportunity/issuer);
a business whose equity owners are all accredited;
a trust with assets over $5M.
All Non-Accredited Investors Click the link below to join Project Blue’s Accelerated Accredited Investor Program”!
***You must check this box to proceed in our Accelerated Accredited Investor Program***"
Disclosure. Attention readers: this newsletter is for educational purposes only and should not be taken as financial or investment advice. We recommend consulting with a financial advisor for any financial decisions. We may include links to services and products we believe may be beneficial, but these are not intended to be endorsements. . For all commission-based services or products (excluding our own) will be noted. All readers are expected to do their own research and due diligence.
Please visit our investment disclosures and Terms & Conditions - Privacy Policy pages for more information.