Investor Profile

Vision Wealth Capital is an exempted Investment Manager and, as such, it may only accept "Accredited Investors" as clients.

The federal securities laws define the term Accredited Investor in Rule 501 of Regulation D as:

  1. 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;
  2. 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;
  3. a bank, insurance company, registered investment company, business development company, or small business investment company;
  4. an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
  5. a charitable organization, corporation, or partnership with assets exceeding $5 million;
  6. a director, executive officer, or general partner of the company selling the securities;
  7. a business in which all the equity owners are accredited investors; or
  8. a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.

Please note Vision Wealth does not accept US citizens.