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Investors are now looking for opportunities to achieve their goals by expanding their portfolios while cushioning themselves against the market uncertainties after a shaky traditional market for stocks and bonds in 2020. Having access to alternative investments makes this possible. However, there are some risks involved. Thus, the need to be acquainted with the various approaches available to guide an investor in making well-informed choices concerning the role alternatives play in their portfolios. Alternative investments
PPM Cottage Industry Blows up Private Placement Memorandums (PPM’s) are legal disclosure documents that are used by small business start-ups and entrepreneurs to raise money through private securities transactions. They are presented to prospective investors during the sale of stock or security in a business. Naturally, private Sponsors would like to pump up their growth without the need of taking on debt or going public.  Until 2013 when Reg D 506 (c) Title II was

Wall Street vs. Main Street

Posted by Dan Summers on  June 4, 2021
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Category: Best Practices
The World of Alternative Investing The aftermath of Covid-19 left a trail of disruption. The resulting restrictions caused the U.S economy to spiral downwards from last spring, causing policy makers and economists to worry that it would take years for businesses to recover.  In an encouraging turn of events, economists predict that the economy’s size will surpass pre-pandemic levels this quarter. The projections show that the gross domestic product will hit its level and then

ACCREDITATION 101

Posted by Dan Summers on  May 6, 2021
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Category: Best Practices
In the financial world, an accredited investor is a person or a business corporation with a special status under the financial regulation laws. These kinds of investors range from high income individuals, financial institutions, banks to large corporations that have access to high-risk investment portfolio like trust funds, angel investments and venture capital. The U.S SEC press released by chairman, Jay Clayton on August 26 2020, made amendments to define an accredited investor. This was

Private Placements By The Numbers

Posted by Dan Summers on  May 6, 2021
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Category: Best Practices
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