We do everything with our core values of honesty, hard work, and trust.

We believe these characteristics should influence everything we do in business and in life. We sincerely enjoy the work we do, and our clients get to reap the benefits.

  • Accredited Investor Qualifications

    The Securities and Exchange Commission ("SEC") allows companies to offer and sell securities that have not been registered with the SEC to Accredited Investors through exemptions under Rules 505 and 506 of Regulation D of the Securities Act of 1933. One principal purpose of the accredited investor concept is to identify persons who can bear the economic risk of investing in these unregistered securities. The SEC has established the following requirements to qualify as an Accredited Investor:

    See additional information at https://www.sec.gov/answers/accred.htm

    An Accredited Investor, in the context of a natural person, includes anyone who:

    • earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

    • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person's primary residence).

    In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be Accredited Investors. Of the entities that would be considered Accredited Investors, the following criteria generally apply:

    • any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person,  OR

    • any entity in which all of the equity owners are Accredited Investors.