Financial Poise
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Executives & Owners

Business executives and owners of privately held businesses wear many hats, each of which require different skill-sets. Yet, at the same time, the pressures of running a business often leave little time for the continuing education that can benefit them. Financial Poise provides easily digestible, highly relevant information that business people can use right away to make their businesses better.

Accredited Investor Definition

According to U.S. securities law, only accredited investors may invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 states the accredited investor definition as: (a) an individual (or married couple) whose (joint) net worth exceeds $1 million, excluding the value of the primary residence; or


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