Accredited investor. Accredited investor shall mean any person who comes within any of the following categories, or who the issuer reasonably believes comes within any of the following categories, at the time of the sale of the securities to that person:
Any natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his purchase exceeds $1,000,000 (excluding the person’s primary residence); Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year
Alternative investment products, including hedge funds and managed futures, are not for everyone and entail risks that differ from more traditional investments. When considering alternative investments, you should consider the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager. With respect to alternative investments in general, you should be aware that:that any investment product will achieve its objectives, generate profits or avoid losses. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. This example is hypothetical in nature, for illustrative purposes only, and does not represent an actual client portfolio. This information should not be considered tax or investment advice. Additionally, as each investor’s needs and risk tolerances differ, so does each client’s investment strategy. This information is intended to be general in nature.
Investment Advisory Services offered on a fee basis through GSV Investment Advisors LLC, an SEC Registered Investment Advisor principally located in Chicago, IL, 205 North Michigan Avenue, Suite 3770, Tel: (312) 552-7163. A copy of the GSV Investment Advisors ADV Part 2A disclosure statement discussing its services, fees, and affiliated entities shall be provided to each prospective client prior to commencing an engagement. Risk Management and Asset Protection Services offered through GSV Wealth Advisors from the same Chicago location.
GSV Ventures, GSV Equity, Global Silicon Valley Securities, GSV Investment Advisors, and GSV Wealth Advisors are wholly-owned subsidiaries of GSV Financial Group LLC.