Accredited Investor

Accredited Investor

An accredited investor is a type of sophisticated investor. The SEC says that in the United States, an accredited investor is anyone who has made more than $200,000 (or $300,000 with a spouse) in each of the last two years and expects to do the same this year, or who has a net worth of more than $1 million, either alone or with a spouse (not including the value of their primary home). A company or private fund can’t offer or sell securities unless the transaction has been registered with the SEC or an exemption from registration is available. People who are “accredited investors” are the only ones who can buy or sell securities that don’t have to be registered. One of the main goals of the concept of “accredited investor” is to find people who can handle the financial risk of investing in unregistered securities.

Micro, Small and Medium Enterprise (MSME)

MSME stands for Micro, Small, and Medium Enterprises. The Micro, Small, and Medium Enterprises Development (MSMED) Act, which was passed in 2006, d...

Sustainable Investing

Sustainable Investing is a portfolio construction methodology that looks at environmental, social, and governance (or “ESG”) factors to...

Asset Allocation

Asset allocation is a way for an investment advisor to help a client find a balance between how much risk they are willing to take and their invest...

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This is my 15th year of growing my MOustache (aka “MO) with MOvember. I grow my MO to honor my father-in-law, who passed away from prostate cancer + to raise awareness and funds + to literally and figuratively change the face of men’s health. Movember is a fun approach to serious issues (testicular cancer for younger men + prostate cancer for older men + mental health for all of us), so I hope when you see our MOs that you will check yourself + remember to schedule your annual physicals + reach out if you need a friend.   #movember #menshealth #SouthBayMoBros

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