


ACCREDITED INVESTOR: Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your individual net worth (or joint with your spouse) exceeds $1,000,000 excluding your primary residence.
SOPHISTICATED INVESTOR: You have sufficient knowledge and experience in financial business matters to make you capable of evaluating the merits and risks of the prospective investment.

Innovation
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Integrity
Honesty and transparency.

Excellence
Top-notch services.

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