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Investor Qualification Assessment

Complete this brief assessment to identify your current investor classification and unlock the specific resources tailored to your financial goals.

What is your #1 financial goal right now?

A) Build my first investment — I'm just getting started B) Generate consistent cash flow or passive income C) Grow and diversify beyond what I currently have D) Preserve and protect wealth I've already built

Which of the following best describes your annual income?

A) Under $100,000 B) $100,000 – $200,000 C) $200,000 or more (individual) or $300,000 or more (joint with spouse)

Do you currently have any money invested — in stocks, real estate, retirement accounts, or anything else?

A) No — I haven't started investing yet B) Yes — I have some investments

Where do most of your current investments sit?

A) I don't have any investments yet B) Mostly in stocks, ETFs, mutual funds, or a 401(k)/IRA C) I've also invested in private deals, real estate, or business partnerships D) I actively manage a mix of public and private investments

Are you accredited?

A) Yes — based on my income ($200K+ individual / $300K+ joint) B) Yes — based on my net worth ($1M+ excluding primary residence) C) No — I'm not accredited

How much capital do you have available to put into a new investment opportunity?

A) I'm still building — less than $25,000 B) $25,000 – $100,000 C) $100,000 – $500,000 D) $500,000 or more

Excluding your primary residence, what is your approximate net worth?

A) Less than $100K B) $100,000 – $250,000 C) $250,000 – $1,000,000 D) Over $1,000,000 E) Over $20,000,000

Are you interested in learning more about private equity opportunities that provide asymmetrical investments consistently delivering double-digit returns? Typical investments include commercial real estate, businesses, and oil and gas.

A) Yes, tell me more B) Not right now

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