Getting Started

What is this movement all about?

 We serve a broad movement that encompasses Non-Accredited Investors, Accredited Investors, Fund Managers and Financial Advisors. We've created 4 landing pages to help you get connected to this movement. Select the option that fits you best.

Non-accredited investors make up the bulk of investors in the world. When people speak of retail investors, they often mean non-accredited investors. Basically, this term covers everyone that holds less than $1 million in assets, aside from the value they may have in their house, and earns under $200,000.

An accredited investor as defined by the SEC is an individual or a business entity that is allowed to trade securities that may not be registered with financial authorities. They are entitled to this privileged access by satisfying at least one requirement regarding their income, net worth, asset size, governance status, or professional experience.

A fund manager is responsible for implementing a fund's investing strategy and managing its portfolio trading activities. The fund can be managed by one person, by two people as co-managers, or by a team of three or more people.

A financial planner guides clients in meeting their current financial needs and long-term goals. That typically means assessing their financial situation, understanding what they want their money to do for them (both now and in the future) and helping create a plan to get them there.