Learn More

Piecing it TogetherDo you want to learn more about our private funds and our new wealth approach to the market?

It is as simple as filling out our contact form, emailing us, or calling us directly.

Our current active fund is Wealth Generators Trading LP and as with most private funds, it is only available to Qualified or Accredited Investors.

What is a Qualified or Accredited Investor?  

While the answer varies for trusts, businesses and institutions, the explanation is fairly straightforward for individuals:

  • a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person.
  • a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.

Why must I be Qualified or Accredited?

Private funds, also known as “hedge” funds are considered aggressive investments and fall into the asset class of “alternative” investments.  The guideline is that individuals who do not meet the minimum net worth requirements should not participate in this class of investment.