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| ACCREDITED
INVESTORS*: |
| Blue
Pacific Wealth Management can
help you |
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Get
full access to investment and
financial planning advice from
industry experts. |
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Capitalize
on top-tier money managers with
our Separately Managed Accounts
(SMA)s. |
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Engage in
institutional investment accounts
usually restricted to the ultra
ultra-wealthy. |
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Invest in
Alternative Investments, Public
Offerings, Private Placement Investments
& Private/Non-traded Real
Estate Investment Trusts. |
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Conduct stock
evaluations, economic outlook
interpretations and porfolio construction. |
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| The
Benefits |
| By
outsourcing your investments to Blue
Pacific Wealth Management, you will
be able to have access to institutional
investment platforms that will allow
you to increase investment opportunities
and take part in low-cost, tax-efficient
portfolios. |
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| Minimums
for Accredited Investor Investments |
| Although
there is no defined account minimum
to work with Blue Pacific Wealth Management,
accredited investment minimums can range
from $25,000 - $1 ,000,000+. Typically,
$100,000 is the standard minimum per
investment. Other requirements may apply. |
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| Products
and services offered |
| Blue
Pacific Wealth Management provides the
advisory and sale of public offerings
and/or private placements of corporate
stocks, corporate bonds, rights, warrants,
private and public real estate investment
trusts, collateralized mortgage obligations,
and securities of closed-end companies
registered pursuant to the Investment
Company Act of 1940, repos and certificates
of accrual on corporate securities;
securities traders; mergers and acquisitions;
venture capital; corporate financing;
ETFs, hedge funds, variable contracts
and insurance premium funding programs
and other contracts issued by an insurance
company, such a group and individual
disability, health, life and long term
care insurance plans. Securities and
advisory services are offered through
Workman Securities Corporation, Independent
Broker/Dealer. |
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| *Accredited
Investor for an individual is a person
who has an individual net worth, or
joint net worth with the person’s
spouse, that exceeds $1 million at the
time of the purchase; Or, an 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. |
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