Boutique Solutions for Accredited Investors
What does it meant to be an Accredited Investor? This title is one which refers to high-net worth individuals (and some entities) who have the ability to invest in strategies that are not typically available to retail investors. In order to qualify, you must meet one of the two following criteria:
- Earned income that exceeds $200,000 (or $300,000 with a spouse) in each of the prior two years, and reasonably expect to do so for the current year
OR - Have a net worth over $1 million, either alone or together with a spouse (excluding the value of your primary residence)
As an Accredited Investor, you may have interests and needs beyond the core planning and investment structures available at most institutions.
Boutique Services Including;
- Tax Planning and Tax-favored Investment Strategies
- Estate Planning - Needs Analysis and Document Creation/Reviews
- Private Trust Services
- Separately Managed Accounts (SMAs)
- Alternative Investments* – Hedge Funds, Private Equity, BDCs, REITs, etc.
- Securities Based Lending
- Concentrated Position Strategies
- Charitable Strategies – Foundations, Trusts, Donor Advised Funds, etc.
With unique financial planning needs and tax reduction strategies, TPC investors will enjoy access to services reserved for the select few. With our coaching and advising strategies, we help our clients realize their full potential.
*Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
