Heavy Hitters – Million Dollar Portfolio Investors In the business world, namely when procuring investor lists and investor leads, there is always buzz around the term “Accredited Investors”—and while there should be, we must pose the question, “What’s better than an Accredited Investor?” Should you need a reminder, …
Investor Lead Generation for Accredited Investor Leads (Employing Traditional Direct Marketing Techniques in the Digital Age)
Coming as no surprise, investor lead generation marketing techniques have evolved over the ages; but, as much as it has changed, the tried and true [Traditional Direct Marketing] remain an effective means of gauging, engaging, and reaching out to qualified investor prospects to generate “Accredited Investor Leads.” Lost in the Fray Today, on average, a consumer will be exposed to …
SEC Repeals Ban on Securities Advertising to Accredited Investors
Recently, the Securities and Exchange Commission amended Rule 506 of Regulation D to implement Section 201(a) of the JOBS Act, meaning companies and investment firms can openly advertise the sale of securities. Prior to July repeal, even accredited investors or those with accredited investor status were not privy to open, public solicitations to buy securities. “In connection with this new …
Accredited Investors: The Primary Source for Capital
Accredited Investors are the most sought after yet highly scrutinized individuals when it comes to their profile for participation within public and private equities as well as providing access to private capital. The statistics and research on the distribution of wealth across the U.S. varies according to source however Accredited Investors or “millionaires” for the most part make up the …