Legal Notice

Disclaimer

The content on this website is provided for general informational purposes only for our clients and visitors.

This website does not constitute an offer to sell, nor a solicitation to buy or sell any securities or investment products, and should not be relied upon in connection with any offer or sale of securities. Nothing on this website is intended as a recommendation to purchase, sell, or hold any security, or to pursue any particular investment strategy. Additionally, none of the content on this website should be construed as investment, accounting, tax, or legal advice.

Risk Notice

IMPORTANT: All investments involve risk, and no investor should commit funds without first consulting a qualified professional adviser. There is a risk that some or all of the invested funds could be lost. Past performance of any investment, strategy, or style does not guarantee future results. The value of investments and the income they generate can fluctuate, and there is the potential for a complete loss of principal.

Private Placements

A private placement involves the sale of registered or unregistered securities to a select group of qualified private investors, including institutional investors, accredited individuals, and entities meeting specific eligibility criteria. Private placements typically include alternative assets, which often have low correlation with public markets, offering diversification for portfolios concentrated in traditional stocks and bonds.

However, private placements are generally illiquid and are not subject to the same public disclosure requirements as publicly traded securities. Investors are strongly encouraged to consult with professional advisers, conduct thorough due diligence, and carefully consider the risks before investing.

Qualified Investors

Private placements are designed for investors with a high tolerance for risk, low liquidity concerns, and a long-term investment horizon. Investors should only participate if they can afford to lose their entire investment. As such, these offerings are typically available to qualified institutional investors and accredited individuals or entities. To be eligible, individuals must have a net worth exceeding $1 million (excluding the value of their primary residence), or have earned income of at least $200,000 in each of the past two years (or $300,000 with a spouse), with the expectation of the same level of income in the current year. Entities must have assets of at least $5 million, or all individual owners must meet accredited investor requirements.

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