Hi, everybody. My name is John Fisher. Welcome to salesleads.TV. So, you know, I’m doing something new here with my videos. I’m going out to the Internet, taking a look at what information is available.
You can’t teach an old dog new tricks. Well, this old dog is always eager and ready to shift and to learn new tricks, but I haven’t really read this stuff. I just did some research on it. I’m going to go ahead and read you what’s out there, and then I’m going to agree, disagree, and tell you what 32 years of this, but sitting in this chair has learned.
Okay? Let’s go from there. Accredited Investor this should be pretty easy. An accredited investor is an individual entity that is considered to have sufficient financial knowledge and experience to participate in certain investment opportunities that are not available to the general public.
The criteria for being considered an accredited investor are set by the Security Exchange Commission. I agree. In general, to be considered an accredited investor, an individual must have at least one of the following I believe it’s all of them.
Anyway, an individual must have earned an income of at least 100,000 a year for the last two years, or 300,000 in joint income with spouse, and have reasonable expectations earning the same income in the current year.
Net worth. An individual must have a net worth of at least 1 million, excluding the value of their primary residence. I agree. Professional experience and individual must have a professional designation, such as licensed security dealer, investment advisor, or attorney that indicates sufficient knowledge and experience in financial matters.
I’m not sure I agree with that one. I think experience in managing their personal portfolio. But anyway, now you have two opinions. Entities. The entities such as corporation, partnership, or Trust must have assets of at least 5 million and managed by a person, entity or sufficient financial knowledge of experience.
Now, this is what is an accredited investor. So. Know about this entity? An entity such as a corporation, partnership or trust with assets of at least 5 million and be managed by a personal I’m not so sure about that particular one.
That sounds more like an professional accredited investor. Anyway, let’s move on. The purpose of an accredited investor criteria is to protect investors from the risks associated with certain types of investment opportunities that are not subject to the same regulations as traditional security offers.
For example, private placement of securities, hedge funds, and other alternative investments may not be subject to the same disclosures and reporting requirements as publicly traded securities. Credit investors are typically offered investments opportunities that are not available to the general public, such as private placements, securities, hedge funds, venture capital funds.
These are type of investments that may offer high returns than traditional securities, but they also come with higher risk. It’s important to note that being a credit investor does not guarantee investment success.
An investor should still conduct thorough due diligence before investing in any opportunity. Investors should be also aware that the risks associated with private placements and other alternative investments, such as lack of liquidity, higher fees and less transparency there’s a qualified accredited investor and they do hedge funds and master private placement.
The Qualified accredited investor is a quarter million minimum and must have 5 million investable assets. So unless the rules have change, the computer is confused. SEC has recently expanded the definition of a credit investor to include certain individuals with professional certifications or designations such as Series 765, Series 82, license holders, and certain entities with investments of at least 5 million.
The SEC also proposed further changes to the accredited investor definition, including adding a measure of financial sophistication based on education or job experience. Has also proposed so. That hasn’t happened yet.
In conclusion, an Accredited investor is an individual entity that meets a certain criteria set by the SEC to participate in certain investment opportunities that are not available to the general public.
Credit investors are typically offered investment opportunities that are not subject to the same regulations and traditions, but they come with higher risk. So the only thing I disagree with on this is you cannot invest in a hedge fund, and you cannot invest in a master private placement if you’re just accredited.
You have to be qualified accredited to be able to invest in a hedge fund and to be able to invest in a master private placement. The rules are a quarter million, as far as I know, and at least 5 million in investable assets.
So I think that’s where the confusion was there. But after all, you did a good job computer. You almost got it right. We sell accredited investors. We’ve been doing it for the last 32 years. Our people have vetted.
The broker dealer will ask them, hey, in order for you to participate in a Reg D 506 C, you must be an Accredited investor. Let me give you the definition. You must have 200,000 income last two years, 300,000 combined million net worth, not including your home experience in managing your personal portfolio.
And then they go, hey, is $25 to $50,000 a comfortable entry level? The guy says yes, and then they say, hey, by the way, that risk capital. The guy says, yes, and they mail them a private place of memorandum.
That’s what we sell. They’re $0.50 apiece. Where do we get them? Companies go out of business, it’s an asset of a company. Maybe a year ago, they send PPMs to people whoever didn’t buy. They called them twice, they didn’t buy.
And they sell them. I mean, it’s a marketplace that’s been around for since I’ve been around 32 years now, and it’s just an ongoing marketplace. As far as the actual accredited investors, we have them at $0.50 apiece, 10,000 or $0.40 clients.
Now, the guy who’s a client actually wrote the check. One’s a prospect, one got the private place of memorandum. The other guy, he actually wrote the check. And again, how do we get that kind of information?
I’ll have to kill you if I tell you. I mean, pretty much it’s a small marketplace, and company goes out of business, or the company completes the project, and he’ll just say, hey, I want to sell my prospects.
I want to sell my clients. And that’s how it goes. Companies go out of business. We’ve been doing this for 32 years. We have an a plus rating. Our prices are right. If you have a sand number that’s a federal trade commission do not call.
We’ll scrub your leads. We’re service providers. If you don’t have a sand number, subscription account number, we’ll get you one. You got to pay the $65 in area code. If you don’t want to get a sand number, we’ll sell the leads to you.
But you got to sign our indemnity, because we’re not allowed to have a sand number, and we’re not making the call, so we’re not subject to the rules. You are. Another thing is, we have 1.4 million troublemaker litigators.
These are DNC litigators. These are guys that buy throwaway phones. They call you up, put their name on the list, and then they say, hey, if you don’t give me $8,000, I’m going to call the FTC. That’s 32 years worth of troublemakers and maybe 600,000 that came from court records.
That’s the largest list in the whole country. 1.4 million that I scrub and don’t charge you a penny for. If you have any questions, feel free to call me. 561-239-0364 salesleads TV, your number one place for our credit investors.
Have yourself a beautiful day, and God bless.