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Lending Services

Perks of Being an Accredited Investor

The opportunity Lendacy offers is open only to those select few who have achieved a certain degree of success and in doing so are what the Securities and Exchange Commission defines as an accredited investor.

To qualify, you must in general terms:

  • Have an income exceeding $200,000 in each of the two most recent years or a joint income with your spouse that exceeds $300,000 for those years.
  • Be an individual who has a net worth, or joint net worth with your spouse that exceeds $1 million excluding the value of your primary residence.
  • Be a trust, with total assets in excess of $5 million, whose purchase is directed by a sophisticated person.
  • Be an entity in which all the equity owners are accredited investors.

If you qualify, you are able to participate in a variety of investment opportunities not available to those who have not achieved this financial status. They include IPO’s, hedge and private equity funds, structural products created within the banking sector, as well as certain commercial real estate and brand name franchise investments.

However, many accredited investors are unaware of the possibilities available and do not take advantage of them. Your Lendacy consultant will be happy to discuss this and show you how you can best leverage your wealth given your current financial needs.