Nov. 15, 2021

E269: Accredited Investor - Steven Pesavento

E269: Accredited Investor - Steven Pesavento

What is an accredited investor? What is the difference between being accredited or not? Are you one, and if not, how do you become one? Steven dives into all things about being an accredited investor to answer these questions and more.

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What is an accredited investor? What is the difference between being accredited or not?  Are you one, and if not, how do you become one?  Steven dives into all things about being an accredited investor to answer these questions and more. 

Key Takeaways:

  1. There are three simple tasks that the Security Exchange Commission has put out that determine whether or not you're accredited.
  2. Your approximate net worth helps sponsors determine the right investment opportunities for you.
  3. If you are non-accredited it is important for you to build a relationship with the sponsor so that they can determine if you are a good fit for the current investment opportunities that are open.